9.2 Dates on Retirement Plan Pages

Purpose: Use this document as a reference for what to enter for the dates on the Retirement Plans in ctcLink and what is their significance in the downstream data flow to DRS. This is to be followed while hiring or while changing the Retirement plans.

 Audience: Benefits Administrators, HR Core Administrators.


  • There are 2 pages where Benefit Admins make entries while enrolling employees in a retirement plan.
  • The dates entered on these pages then flow down to DRS Transactions and Transmittals as the Begin Date.
  • It is important that these dates are entered appropriately so as to avoid any data discrepancies in the reporting to DRS.

Dates on Retirement Plan Pages

Retirement Plans

Navigation :  NavBar > Navigator > Benefits > Enroll in Benefits > Retirement Plans

  1.  The Retirement Plans search page displays.
  2. Enter the applicable Search Criteria.
  3. Select the Search button.
  4. The Retirement Plans page displays.
  5. It is imperative that the Deduction Begin Date and Election Date be the same on this page; at least for DRS administered plans (Plan Type 7Z and 7X ).
Retirement Plans page
  1. An Issue arises when the Deduction Begin Date is Earlier than the Election Date. It means that the money is deducted/collected before it was being reported to DRS.
  2. The Begin Date on the DRS Transaction Page is the Election Date selected on this Retirement Plans Page.
  3. Section complete.

DRS Transaction

 Navigation :  NavBar > Navigator > Benefits > CTC Custom > DRS Transaction

  1. The DRS Transaction search page displays.
  2. Enter the Search Criteria.
  3. Select the Search button.
  4. The DRS Transaction page displays.
  5. While an Election Date can be earlier than a Deduction Begin Date, it must never be later on an Elect action to avoid such issues.
DRS Transaction page
  1. Section complete.

Retirement Fields

After the Employee is enrolled into the Retirement Plans, the Admin must come to this page and complete the entries on this page such that the Dates on this page are the SAME as the ones entered in the Retirement Plan pages (Section 1 above).

Navigation:  NavBar > Navigator > Benefits > CTC Custom > Retirement Fields

  1. The Retirement Fields search page displays.
  2. Enter the Empl ID.
  3. Select the Search button.
  4. The Retirement Fields page displays.
  5. Effective Date = Election Date & Retirement Plan Effective Date = Deduction Begin Date.
  6. DRS Option Date:  The date an employee signs a Member Information Form indicating the beginning of the 30-day period that the employee has for deciding between PERS or TRS Plan 2 or PES or TRS Plan 3.
Reitrement Fields page
  1. The process to review and understand the importance of dates on the retirement plan pages is now complete.
  2. End of procedure.


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