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Indiana Public Retirement System

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Indiana Public Retirement System

Indiana Public Retirement System (INPRS) > Employers > Employer Reporting & Maintenance > Administering PERF, TRF and the 1977 Fund as an employer Administering PERF, TRF and the 1977 Fund as an employer

This content is here to help you understand the procedures needed to administer the Public Employees' Retirement Fund (PERF), Teachers’ Retirement Fund (TRF) and/or Police Officers' and Firefighters' Fund (1977 Fund) to your employees. All benefit entitlements are determined by the Indiana Public Retirement System (INPRS). The information covers employer responsibilities as well as employee benefits.

Wages and Contributions Contact Information:

 

For employer-related issues, contact Employer Pension Plan Administration (EPPA)

Phone: (888) 876-2707
Fax: (317) 234-6692
e-mail address: eppa@inprs.in.gov

For member-related issues, contact customer service.
 

For additional information, you can refer to these sources:

 

ERM: Submission Units

A Submission Unit is a participating unit associated with an employer. Each Submission Unit is a specific employer division participating in a single fund – CE, JU, LE, PA, PERF, TRF or ’77 Fund. If an employer participates in multiple funds, multiple Submission Units will be associated with the same employer.

It is also possible for two Submission Units with the same name to be listed twice under an employer if the employer participates in multiple funds. For example, Indianapolis Public Schools (IPS) participates in TRF for teachers and in PERF for its other staff. That means IPS would be listed twice under the same employer – once for TRF and once for PERF.

ERM: Completing the New Member Enrollment

New member enrollments should be completed and submitted electronically via ERM. If there is insufficient information to process the online member enrollment, the transaction will generate errors in ERM and prompt the employer for additional information. New members must be  enrolled online prior to the first wage and contribution submission for that member. If no online enrollment exists, the submission will error out and will not be able to be processed until the enrollment is submitted. The member will receive notification of enrollment in the fund via mail and given instructions for submitting beneficiary information to the fund. See the Member Management User Manual available from the ERM Manuals page, for more information on enrolling members.

INPRS requires completed online member enrollments for the following situations:

  • New employees
  • Re-employments
  • Change of employment from one PERF- or TRF-covered employer to another

We don't require another completed member enrollment when an employee is changing from one position to another (i.e. promotion) with the same employer or agency as long as both positions are PERF- or TRF-covered. An exception to this is if the member is switching from a PERF to a TRF-covered position, or vice versa.

ERM: Reporting Procedures

A report and payment of employee and employer contributions, submitted each payroll, are due on the ERM website no later than seven days after the payroll date. If the seven days following the payroll date fall on a Saturday, Sunday, or a legal holiday, the due date becomes the next working day. INPRS has the authority to calculate and charge interest for late employer or employee contributions.

Pursuant to IC 5-10.3-7-12.5 and 35 IAC 1.2-6-1 the INPRS Board of Trustees has the authority to levy fines up to $100 for each day the reports or payments are late, to be withheld under IC 5-10.3-6-7. Additionally, if the employer is habitually late, as determined by 35 IAC 1.2-6-1, the INPRS Board may intercept funds for employer wage and contribution reports that are over 60 days past due under IC 5-10.3-6-7.

The INPRS Board establishes an interest or earnings rate in order to credit interest or earnings to an omitted contribution to a member's ASA.

By statute, all employers are required to file electronially via ERM. Employers can enter wage and contribution information directly into ERM or they can use the bulk upload file. File layout specifications are available here. For more information, see the Wage and Contribution User Manual for Employer Users.

Member Statement of Account

Each quarter, your participating employees will have online access to a statement of the contributions and current market value of their Annuity Savings Accounts. They may also elect to have a statement mailed to their home. Annually, members will receive an invitation to review online INPRS’ records of wages and service credit. This invitation will be mailed directly to the member’s home address, so it is critical that every effort be made to keep the member’s address current in INPRS’ records. Members may update this information themselves by logging in to their online member account.

Annuity Savings Accounts

Member Data Change

We highly recommend that members report any important data changes to the INPRS office as soon as possible. It is especially important that members who are leaving employment or retiring report any address changes to us to prevent delay in receipt of their future monthly pension benefits.

Your employees may change their mailing address electronically by logging into their online member account. They can also fill out a Change of Address form (State Form 54302).

A Member Data Change Form should be used to update a member’s name, date of birth, gender, or marital status.

Our Customer Service Center also has copies of these forms. Members can call them at (888) 286-3544.

Mailing Address

INPRS
One North Capitol, Suite 001
Indianapolis, IN 46204

Central Fax Numbers

Local: (317) 232-3882
Toll-free: (866) 591-9441

You may also report name changes for your active employees using ERM. You must say that you have any required legal documents. For example, a court order, divorce decree or marriage license. You may need to update a member’s named due to errors from wage and contribution reports. See the Member Management User Manual available from the ERM Manuals page, for more information on modifying certain member demographics in ERM.

Separation from Employment

It is very important that you give us complete and correct information whenever an employee leaves a PERF- or TRF-covered position. This information makes it possible for INPRS’ actuaries to accurately assess future liabilities and correctly determine your contribution rate. It also allows us to credit the member with the correct amount of contributions and service credit.

You can easily report any separations from employment via ERM. We will need from you:

  • A last day in pay
  • A last check date

We will need this for any employee who quits, retires, or is terminated. You can do so via the “Modify Member” section on ERM as a life event update. Or, you can include it as a wage and contribution submission in your payroll-based report.

If you have an employee who leaves a PERF- or TRF-covered position but is still employed by you, we will still need a last day in covered position. You can provide this date via ERM.

See the Member Management User Manual, available from the ERM Manuals page, for more information on entering life events in ERM.

Hero’s Honor: Line of Duty Special Death Benefit

A special death benefit was passed in 2015 by the Indiana General Assembly. Known as HEA 1080, the benefit covers a line-of-duty death in the amount of $150,000 for emergency medical service providers. As an employer, you may elect to purchase coverage at $100 per year for each of your employees. For more information please review these documents:

 My Choice: Retirement Savings Plan Expansion

Starting July 1, 2016, the My Choice: Retirement Saving Plan will be an option for PERF local units known as political subdivisions (PSDs). If you would like to find out how you may be able to offer this plan to your employees, please review the information below.

 

PERF, TRF and 1977 Fund 101

Public Employees’ Retirement Fund (PERF)

 

Teachers’ Retirement Fund (TRF)

1977 Police Officers' and Firefighters' Pension and Disability Fund (1977 Fund)


While every attempt has been made to verify that the information provided is correct, INPRS does not make any representation or warranty as to the completeness or accuracy of the information provided herein. PERF and TRF employers are not expected to determine a member’s entitlement to benefits. The content provided does not constitute legal advice. In the event of a conflict between the information online and the law, the law must be followed.