Michigan (MI) State Retirement Report

Michigan

Use the Michigan (MI) State Retirement Report to report wages for pay period reporting. In 2020, Municipal Employees' Retirement System (MERS) announced changes to the payroll report template for the state retirement report. To support our Connect users in Michigan, version 2021.08 will include the state retirement report for the prior year and the new state retirement report that you'll use when MERS finishes updating the MERS website.

To prepare for the transition to report format you'll need to submit to the new website, we have included both versions of the state retirement report to make it easier to migrate to the new report format. 

 

New State Retirement Report Format

Prior State Retirement Report Format

Social security number*

Social security number*

Termination date

Status date

Wages*

Wages*

Pre-tax contributions

Post-tax contributions

Post-tax contributions

Pre-tax contributions

Service*

Service credit*

Municipal-defined fields

 

<removed>

Contribution discrepancy

<removed>

Wage discrepancy

<removed>

Contribution tax code

*Required field

 

In version 2021.08, the state retirement report is separated into "new" and "prior" report formats. 

  • New: Includes the 2021 electronic file format masters, report definitions, and report definition masters to support the changes to the Michigan State Retirement Report. Use the new report formats to submit to the updated MERS website. 

  • Prior: Includes the 2020 electronic file format masters, report definitions, and report definition masters. Use the old report formats to submit to the old MERS website.

 

When the Michigan sites have migrated to the new state retirement report, we will remove the option to select the 2020 electronic file format masters, report definitions, and report definition masters. 

Where can I find more information on the new state retirement report? To learn more, visit the Municipal Employees' Retirement System website. 

 

 

Launching my new state retirement report

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click New and then click OK. 

Report Type window

 

Setting up the new Michigan (MI) State Retirement Report

Before you print the report or create the electronic file, set up the information to include in the new retirement report. The new report has some new fields and some fields are in a different order. To learn more, visit the Municipal Employees' Retirement System website. 

Retirement Options

Define the municipality number, reporting unit number, and minimum hours for service credit. Then, add the following employee information to include in the report: Social security number, Termination date, Wages, Pre-tax contributions,  Post-tax contributions, Service, and Municipal-specific fields. 

Retirement Setup tab > Options tab

 

Retirement Setup

Set up the pay codes to include in the retirement report. 

Retirement Setup tab > Setup tab

 

 

 

Printing the Michigan (MI) State Retirement Report

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click New and then click OK. 

3. Enter the report date range. 

4. Click to select the Print Report checkbox. 

5. Click Print (CTRL+P).

The Michigan (MI) State Retirement Report prints.

 

Creating the Michigan (MI) State Retirement Electronic File

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click New and then click OK. 

3. Enter the report date range. 

4. Click to select the Create Electronic File checkbox.

5. Use the File Name box to enter the path and file name to assign to the electronic file.

7. Use the Format menu to select the report definition Payroll will use to create the electronic file.

8. Click to select the Convert/Edit tab.

9. Click Convert.

Payroll converts the report to an electronic file.

 

Editing the electronic file

1. After Payroll converts the state retirement report into an electronic file, use the Edit option to review the contents of the electronic file.

2. If the electronic file needs to be updated, click the Edit button on the Convert/Edit tab.

Payroll opens the electronic file in form.

3. Use the field titled Name to enter an employee name or number.

4. Next, use the fields on the form to enter the correct information.

5. Click Save (CTRL+S).

The electronic file is updated. Important! None of the changes to the electronic file will be saved to the employee's record. You'll need to update any changes you make to the electronic file to the employee's record.

 

202108, 2021Mar31

 

Launching my old state retirement report

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click Prior and then click OK. 

Report Type window

 

Setting up the prior Michigan (MI) State Retirement Report

Before you print the report or create the electronic file, set up the information to include in the retirement report. Since it's the prior state retirement report, it should be set up and ready to go. To learn more, visit the Municipal Employees' Retirement System website. 

 

Retirement Options

Define the municipality number, reporting unit number, and minimum hours for service credit. Then, add the following employee information to include in the report: Social security number, Status date, Wages, Post-tax contributions, Pre-tax contributions, Service credit, Contribution discrepancy, Wage discrepancy, and Contribution tax code.  

 

Retirement Setup

Set up the pay codes to include in the retirement report. 

 

Printing the prior Michigan (MI) State Retirement Report

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click Prior and then click OK. 

3. Enter the report date range. 

4. Click to select the Print Report checkbox. 

5. Click Print (CTRL+P).

The Michigan (MI) State Retirement Report prints.

 

Creating the Michigan (MI) State Retirement Electronic File

1. Open Connect Payroll > State Reports > State Retirement Report.

2. When the Report Type window displays, click Prior and then click OK. 

3. Enter the report date range.

4. Click to select the Create Electronic File checkbox. 

5. Use the File Name box to enter the path and file name. 

6. Use the Format menu to select the report definition Payroll will use to create the electronic file.

7. Click to select the Convert/Edit tab.

8. Click Convert.

Payroll converts the report to an electronic file.

 

Editing the electronic file

1. After Payroll converts the state retirement report into an electronic file, use the Edit option to review the contents of the electronic file.

2. If the electronic file needs to be updated, click the Edit button on the Convert/Edit tab.

Payroll opens the electronic file in form.

3. Use the field titled Name to enter an employee name or number.

4. Next, use the fields on the form to enter the correct information.

5. Click Save (CTRL+S).

The electronic file is updated. Important! None of the changes to the electronic file will be saved to the employee's record. You'll need to update any changes you make to the electronic file to the employee's record.

202108, 2021Mar31

 

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.