1. How do I complete the Remittance Report(s) that are sent to me every month/quarter?

Call your account representative (download Employer Services Representative Assigned Accounts) or Employer Services at 212-388-3354 for an explanation of your Remittance Report(s). The first Thursday of each month a hands-on employer workshop is conducted by Employer Services to address your questions and concerns. ( download Employer Monthly Workshop Notice)

2. How do I report that I am no longer responsible for managing a location or I have sold a building?

Any changes to company information (e.g., update billing/mailing address, update managing agent information, sale of building, and sale of company) must be submitted on an Account Change Form (download form ). Immediate notification to the Funds of the change will ensure that you receive all correspondence that is sent by the Funds, including regular quarterly/monthly remittance reports.

3. I am deducting money from my employee’s wages for 401(k) for the first time and the employee’s name doesn’t appear on the “bill” (Remittance Report). What should I do?

The Remittance Report for 401(k) contributions that you receive every month is sent to you with the names of your employees for whom we received deferred wages from you in any of the prior four months. If any of your employees’ names are not on this report, or if you have a new employee that has elected to have wages deferred for 401(k) please write their name, social security number, and deferral amount on the Remittance Report. Please be sure to total all amounts at the bottom of the Remittance Report. Mail the Remittance Report and check to the lockbox address printed in the bottom right hand corner. NOTE: If you never submitted 401(k) payments, please use a blank form to remit payment. A pre-printed Remittance Report will be mailed to you the first month after the initial payment is processed (usually four months).

4. Should I pay for my employee if he/she is out on workers’ compensation or short-term disability?

No. If a covered employee is absent from work due to an illness or accident, employers must report the first seven days of absence as time worked. Thereafter, the employee should be reported as suspended, requiring no contributions until they return to covered employment. Health coverage will continue if the employee applies for fund-paid COBRA. However, replacement employees (who are replacing employees on short-term disability, workers’ compensation and leave of absence), should be treated as new employees when determining when contributions are to be made. These are the rules that apply unless specified otherwise in your Collective Bargaining Agreement or Participation Agreement. When the replacement employee is hired and/or terminated, you should immediately submit a completed Employee Status Change Form (download form) to update their records with the Funds.