Processing payroll contributions to your retirement plan

Accessing the website

Log in to HowardSimon Retirement Portal: https://login.hsimon.com/

Select  Retirement Plan Sponsor from the left menu and you will be directed to a new screen or tab based on your browser settings.

Click on the name of the plan to get to the Plan Summary page

Select Data Validation Center for payroll contribution 

Payroll Processing Options

Upload a file containing payroll data

For uploading a file – choose this option

Your file lay out has to match the DATA FORMAT exactly – the data format is something that can be customized. Reach out to your conversion specialist or daily contact and let us know.

Manually enter employee information 

manually enter information using census data we have added to the system (from enrollment forms)

Manual entry – select the Add Existing or Add All option in the ribbon under Edit Data

Select employees from the pop-up screen to build your payroll contribution file.

Copy information from a previous payroll

Copy over Information from a previously submitted payroll

This option is used when you have mostly salaried employees whose contributions don’t vary with each pay period or a small number of participants

Select the pay period for which you’re entering contributions

Select the pay schedule

Select the payroll check date you’re copying from

Work with a previously uploaded or manually created file

If you have started to work on a payroll and get timed out, use this option to complete

Choosing the Payroll Date

• Please note* This step comes AFTER the Payroll Processing Options
• From any of the DVC option below, you will be required to select the Payroll Check date for which you are entering contributions. If applicable, you will need to choose the division as well.

Edit Data

From any of the 4 options, the next step is the Edit Data

The screen is set up a familiar Excel format so columns can be sorted, filtered and/or rearranged.  You can enter or change contributions by clicking in individual cells. *Any errors such as mismatched (with our core system) SSN, Hire date or Birth date will show at the bottom of the screen and require correction before proceeding.

Verify Totals

Review totals, select a funding method and date.  The funding options may not be available on all plans. 

Submit for final processing