Processing your retirement plan contributions

How do I process my contributions?

Follow these instructions to process retirement plan contributions.

Process Overview

After each pay period, employer contributions, employee contributions, and loan payments are made using the following process:

  1. Employee data is prepared in a spreadsheet using the Comprehensive Payroll Data (CPD) file
  2. Employee data is submitted through the Data Validation Center (DVC) on the Envoy Choice Portal
  3. Funding for the contributions is secured via ACH from the Employer's bank account

Plan Sponsor Contribution Processing Instructions
Template (Excel File)