Download Annual Pensions Report E-Filing System User Guide

Transcript
The FICOM Annual Pension Reporting System
Contents
Introduction _________________________________________________________________________________________5
Filing the Annual Pension Report __________________________________________________________________________________ 5
Financial Statements Required _____________________________________________________________________________________ 5
Technical Recommendations ____________________________________________________________________6
Recommended Browsers & Settings _______________________________________________________________________________ 6
Security ______________________________________________________________________________________________________________ 6
Additional Software _________________________________________________________________________________________________ 6
Clearing your Browser Cache _______________________________________________________________________________________ 6
Highlights of the Annual Pension Reporting System __________________________________________7
Navigation Bar _______________________________________________________________________________________________________ 7
Hidden Sections _____________________________________________________________________________________________________ 7
Navigation within Screens __________________________________________________________________________________________ 8
System Calculations _________________________________________________________________________________________________ 8
Print a Summary at any Time_______________________________________________________________________________________ 8
Built-in User Guide __________________________________________________________________________________________________ 8
Prior Fiscal Year Data _______________________________________________________________________________________________ 8
Financial Information Returns (FIR) _______________________________________________________________________________ 9
Data Validation ______________________________________________________________________________________________________ 9
Remittance Form ____________________________________________________________________________________________________ 9
Logout ________________________________________________________________________________________________________________ 9
Instructions for Access __________________________________________________________________________ 10
Login Screen ________________________________________________________________________________________________________10
Instructions for APR Report Sections _________________________________________________________ 11
Section 1 - Plan Identification _____________________________________________________________________________________ 11
Edit an Existing Role ___________________________________________________________ 11
Add a New Role ______________________________________________________________ 12
Section 2 - Reporting Dates ________________________________________________________________________________________ 13
Section 3 - Membership ____________________________________________________________________________________________ 13
Active Members ______________________________________________________________ 13
Former Members _____________________________________________________________ 14
Defined Benefit Members (for combined DB & DC plans only) __________________________ 15
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Superintendent of Pensions