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Add Contribution Agreement signatory

[Music] thanks for joining us for part two of the PMB Academy feature on how to use the online contribution system for the 403 B retirement savings plan in this section you'll learn how to set up employee profiles and schedule contributions let's get started now you are ready to add the names of your church employees who are involved in the nazarene 403 B retirement savings plan the information you have already entered into the system should result in the display of a list of your church's employees on the right side of your dashboard however changes may have occurred and corrections may be needed remove the names of any employees no longer serving your church by selecting the trashcan icon a drop down box will appear select the appropriate response terminated or deceased then select delete next review the information about existing employees by selecting the pencil icon next to each name you may change or enter information as needed as with the church employer profile page information is required in every field except middle initials and fax numbers so make sure it is complete and correct when you are finished select continue and the program will take you to the deferral deductions page here you will enter the amount to be deferred from actual salary for each employee under salary deferral you can enter a dollar amount or a percentage of annual salary if the salary is 0 type 0 then select the payment frequency the payment amount will be calculated automatically please note it is important to include the effective date for the deferral also the date entered here is not the start date for contributions that will be established later selection of the continue button takes you to the employer responses page here you will indicate contributions to the employees 403b account by your church as an employer in the employer salary Edition matching section enter the annual amount or percentage the church has chosen to add or match then indicate the payment frequency if the amount here is zero please insert a zero in the space provided again the payment amount will be indicated automatically selection of the Save button will return you to the employees page at this point you may modify information for other employees or add a new employee note if you're adding an employee for the first time that person will need to be present during the completion of the information in the employee salary deferral section the reason for this is to provide an electronic signature which will serve as the letter of agreement between the church and the employee additionally you as the church administrator will need to sign as well after the salary addition section if you are finished here select the dashboard button and you're ready for the final step scheduling contributions begin by selecting the make a new contribution button on the lower left of the page this opens a screen listing your employees and the amounts to be contributed based on the letter of agreement review the information and if changes are needed return to the dashboard select the pencil under the edit column for the affected employee then go to either the deferral deductions or employer responses area to make adjustments you may then return to the dashboard and continue when the contributions are correct return to the dashboard and reselect make a new contribution at this point you may click on select all or check the box next to an individual name selecting next takes you to the schedule tab here you should enter the date for the first scheduled payment and verify the frequency for subsequent payments to be taken from the Church bank account note that you will need to click outside of the date box to change the date in the summary area on the page selecting next once more will take you to the confirmation page where you can review the information one more time once you are satisfied select apply payment the contribution will be scheduled in a few seconds and you should receive a message saying your contribution has been scheduled when you return to the dashboard to the left of the employee's name you should see a new line with a tracking number scheduled date payment status and payment amount the notifications button in the upper right corner of the dashboard serves as an indicator of when certain data has been changed when you select notifications you can view specific activities by clicking on the eye icon when you open one of these icons please check the email address in the upper right corner to make sure it is the correct one to receive the notification and that's it congratulations and thank you for taking time to set up the 403 B contribution system for your church for now you should be ready to go unless changes are needed by the way you may still receive paper remittance forms from fidelity for a period of time so keep those on file if you had any trouble during setup please contact us at eight eight eight eight eight eight four six five six or email us at pensions at Nazarene org we'll be glad to assist you [Music] you [Music]