Search results for Reporting Tips

Lifecycle Active Checking your RE Ledger Balances frequently will help you stay on top of your organization’s deposits and help minimize any penalty interest incurred resulting from shortages in your ledgers. You should check your ledger balances at least …

Employers often encounter errors in monthly payroll reports when employees hold multiple positions with different TRS-covered employers. When submitting an ED40, an error may appear related to concurrent employment.  Important Clarification  Being …

The Texas Legislature has passed allotments to provide pay increases to classroom teachers and other support staff including: Teacher Retention Allotment (TRA)  Support Staff Retention Allotment (SSRA) Teacher Incentive Allotment (TIA) Any compensation …

Please be reminded that ED40s are to be submitted as follows:  in July for employees who have contracts or work agreements that begin in July,  in August for employees who have contracts or work agreements that begin in August,  in September for employees …

The position codes are as follows:  Professional/Administrative (01) – (Examples: Chancellor, Dean, President, Superintendent, Principal, Attorney, Accountant, Director, Administrator, etc.)  Teacher, Full-Time Librarian (02) Support Staff-Other (03) – …

To determine Employment Eligibility for TRS Membership, one requirement is that employment must be for one-half or more of the time required of the standard workload for the same or similar full-time position. The first step to determine if someone meets …

Manual entry adjustments entered in the RE Portal do not update your internal software. You should consider making sure that RE Portal corrections and adjustments are also reflected in your internal software. Why does this matter? This may help with …

As a reminder, anytime an adjustment is submitted that is adding either contributions or surcharges, REs must review their ledger balances to assess if additional funds need to be sent. Below are some examples of different adjustments that can be …