Understanding Your Contributions Dashboard

On an ongoing basis, you are responsible for submitting contributions and managing deferral rate changes made by your employees. To accomplish this and more, you will use the contributions dashboard.

To get to your contributions dashboard, log into your account and then from the home page:

  • Click on the contributions icon to the left of your screen


From the contributions page, notice:

  • The "Next Pay Date" - This is the date by which we are expecting you to submit contributions. The pay dates are based on the schedule you provided when registering.
    • Please note that if you have already started a contribution but haven’t finished it, you’ll find that contribution in the “History” section, and the next (not yet started) payroll date will appear here. 
  • The Deferral Change or No Deferral Change button - If your eligible employees submit deferral changes on their portal, those changes will show here; you must update your payroll records to reflect these changes from now on. We also send an email notification to you four business days prior to your next pay date, giving you time to implement the changes. Once you have accounted for the deferral change, be sure to click Done. This will help you stay current on the deferral rates your employees wish to have.
    • Note: if you do not have a set payroll schedule, we will not be able to send you email notifications. Therefore, you must review any deferral changes on your employer portal before each pay period.
  • From time to time, you may pay employees a bonus or some other compensation that is off-cycle from your regular pay schedule. If you do, you can use the Other Action button to select an off-cycle contribution. You’d also use this feature if you did not set a regular pay schedule.
  • Start Contribution to start a new payroll submission.
  • The gear icon to edit payroll and banking information.
  • The "History" section reflects your past payroll submissions and their status, including any that have been started but have not been successfully completed. 
    • “Submission Started” - You have not confirmed; please complete.
    • “Processing” - You have confirmed the submission, but it has not yet been delivered (the processing time is usually about 1 business hour).
    • “Completed” - The contribution has been delivered to the custodian.
    • “Missing” - A contribution is considered missing when it is seven business days past due.
  • “Employee Contributions - [20XX]” - This will show a summary of the total retirement savings contributions made by your employees in the referenced calendar year. This amount will include any contributions made directly by your employees into their IRA's, so it could be different than the amount of contributions that you deducted on their behalf.


History Section

  • History - Use the dropdown to filter by:
    • Last 30-days 
    • Last 90-days 
    • Year-to-date
    • A specific past year

Screenshot 2024-04-15 at 1.46.28 PM.png


Transactions - Use this dropdown to filter by:

  • All transactions
  • Contributions
  • Off-cycle 
  • Pay groups (if applicable)

Screenshot 2024-04-15 at 1.46.42 PM.png

  • Pay Groups: Use this dropdown to filter through your pay groups.


To view the submission details, click on the date in blue for the file you wish to review.


Then you will see the details of the submission:

  • Status: 
    • Submitted - but not yet completed
    • Processing takes about 1 hour; while a submission is processing, it may still be canceled
    • Delivered - you may still need to send a check or do your ACH Push
  • Employee contribution breakdown and total
  • Cancel button - If you cancel, you will need to start your contribution over


Other Actions - Off-Cycle Contributions submission: This may be used for any payroll contribution cycles that are not on your regular payroll schedule, e.g., Bonuses, or if you do not have a regular payroll schedule.



  • Resume - From where you left off 
  • Restart - From the beginning
  • Cancel - Deletes the submission entirely and allows you to resubmit 
  • Completed/Delivered - Once “Completed,” it cannot be canceled


You may also Skip/Remove a missing contribution if you have already submitted it via an off-cycle or if there was no one contributing for that pay cycle. A contribution is considered missing when it is seven business days past due.


We hope you found this article to be helpful; if you have any questions or need further assistance, do not hesitate to reach out.