Required employee contribution information for California, Colorado, Illinois, Maryland, Oregon, Virginia and Connecticut state savings (often called Secure Choice) programs (ie. Calsavers, IL Secure Choice, etc.)
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type STATE SAVES
- Click on the State Saves Talent Contribution Report
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Required employee contribution information for California, Colorado, Illinois, Maryland, Oregon, Virginia and Connecticut state savings (often called Secure Choice) programs (ie. Calsavers, IL Secure Choice, etc.)
Active state-sponsored retirement plans
| State |
Retirement Legislation |
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California |
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Colorado |
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Connecticut |
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Illinois |
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Oregon |
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Maryland |
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Virginia |
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employer list | Use this filter to refine Employer of Talent | |
| Region | All available Region list | Use this filter to refine Region of Talent | |
| Office | All available Branch list | Use this filter to refine Branch of Talent | |
| State | CA, CO, CT, IL, MD, OR, VA | Use this filter to refine Report Result as per the State | |
| Deduction List | All available Deduction List | Use this filter to refine Payment Check and Employee Deduction | |
| Date Type | Accounting Period Date, Check Date | ||
| Date From | Use this filter to refine Payment Check for the Check Date or Accounting Period Date between the Date Range | ||
| Date To | |||
| Date Range | None, Today, Tomorrow, … | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Graphs/Widgets
State = CO
State = CT
State = MD, VA
State = IL, OR, CA
Field Details
- Click here to go to the Operational Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
State = CO
| Field Name | Description | Notes |
| SSN | Talent's SSN | |
| First Name | Talent's First Name | |
| Last Name | Talent's Last Name | |
| Date of Birth | Talent's Date of Birth | |
| Roth Contribution | Talent's Payment Check Deduction Amount between the date range | |
| Warning | Warning - "Worksite State does not match with the state parameter." | Shows this error only if there is an error in the data |
State = CT
| Field Name | Description | Notes |
| SSN | Talent's SSN | |
| First Name | Talent's First Name | |
| Last Name | Talent's Last Name | |
| Post Tax Contribution | Talent's Payment Check Deduction Amount between the date range | |
| Warning | Warning - "Worksite State does not match with the state parameter." | Shows this error only if there is an error in the data |
State = MD, VA
| Field Name | Description | Notes |
| SSN | Talent's SSN | |
| First Name | Talent's First Name | |
| Last Name | Talent's Last Name | |
| Roth Contribution | Talent's Payment Check Deduction Amount between the date range | |
| Warning | Warning - "Worksite State does not match with the state parameter." | Shows this error only if there is an error in the data |
State = IL, OR, CA
| Field Name | Description | Notes |
| Last Name | Talent's Last Name | |
| First Name | Talent's First Name | |
| SSN | Talent's SSN | |
| Contribution Amount | Talent's Payment Check Deduction Amount between the date range | |
| External Payroll ID | Talent's ID from Back Office/Classic | |
| State | Talent's State | |
| Warning | Warning - "Worksite State does not match with the state parameter." | Shows this error only if there is an error in the data |
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