Send a Contribution Schedule to NEST

To send a Contribution Schedule to NEST:

  1. From the Pension menu, select Create Pension File.

  2. Choose NEST – Contribution Schedule.

  3. Select OK.

  4. On the Period for Contribution Schedule screen, enter your required Date Range.

  5. In Who to include, accept the default of All.

  6. Select the correct Payment Source.

  7. Enter the Date Payment Due to NEST.

  8. Select the Pay Frequency.

  9. Select OK.

  10. Select the reasons for reduced contributions if required and then choose Next.

  11. On the NEST – Contribution Schedule Information screen, select Print to print a report of the employees included in the file.

  12. Choose Send File to start the send process.

  13. Once selecting Send File, any errors found show in a grid.

  14. If there are no errors, the system sends the file to NEST. A screen appears informing you of this.