Asure – Vestwell Help Center

Since our platform integrates with your payroll provider, we can take a lot of work off your plate regarding the processing of your payroll files through automation.

Asure offers a 360° level of integration.

This guide will help you set up your integration as well as help you understand your specific responsibilities for the proper administration and submission of payroll files.

1. How Does My Integration Work?
2. Are There Any Reasons Why My Plan Might Not Be Eligible for an Integration?
3. How Do I Initiate My Integration Setup?
4. What Are My Responsibilities?
5. What Do You Handle for Me If My Plan Has an Active Payroll Integration?
6. Will Ausure Charge Me Fees to Set Up and/or Maintain My Payroll Integration?
7. How do I Disconnect My Integration?

How Does My Integration Work?

Your integration is a 360° Automated Integration. This is a two-way integration in which we will automatically receive certain information about your plan and participants from your payroll system, process employee and employer contributions to the plan, and automatically send your employees’ selected deferral elections from their portal to your payroll provider.

Are There Any Reasons Why My Plan Might Not Be Eligible for an Integration?

Some plan design features currently prohibit the use of payroll integration, including:

• Plans that have multiple Asure company codes
  • Your plan may be eligible for a 180-only integration. Please inform your representative for further review.
• Plans with pay groups paid on the same pay frequency.
• Plans that have multiple logins into their payroll system.
• Plans that do not have an established recurring pay schedule setup in both the portal and the payroll system.
• Plans that do not use the same payroll provider for all pay group(s).
• Plans that have limitations preventing each pay group from being integrated.
• Eligibility rules that exclude certain classes of employees, types of compensation, or certain types of hours worked.
• Plans with both non-mandatory employer contributions & mandatory employer contributions being funded on a per-pay period basis.
• Plans that allow after-tax contributions (only be available if your plan uses a Third Party Administrator). Note: After-tax and Roth contributions are not the same.

How Do I Initiate My Integration Setup?

Let your representative know that you'd like to integrate. From there, our team will work with Asure to set up your integration. There may be a few action items for you to complete along the way - prompt completion of these action items is crucial to ensure a timely setup.

Please note that until the integration is activated, contribution uploads into the portal will be required until our team has notified you that the integration can begin.

Prior to running your first payroll, please request a deduction report from your Asure payroll specialist. Using this report you can confirm participant and employer contributions have been setup.

What Are My Responsibilities?

Our ability to successfully process your payroll files and administer your plan depends on you! It is your responsibility to:

Loans

• Set up and maintain retirement loans within your payroll system.

Discretionary and/or Profit-Sharing Contributions

• Set up and maintain non-mandatory company contributions within your payroll system and upload these contributions through your employer portal.
• Annual &/or quarterly will require submitting off-cycle contributions.

Mandatory Employer Contributions

• Annual &/or quarterly will require submitting off-cycle contributions.

Pay Groups

• Make sure any pay groups in your payroll system are also set up with us and vice versa. To edit a pay group name or set up new pay groups, please see our article, “How Do I Change My Pay Group With an Enabled Integration?” prior to your first pay date.

Employee Status Changes - Payroll System

• If you terminate employees in your payroll system, you are responsible for adding your employees' termination dates in your employer portal. Termination dates in your payroll system will not feed over to your portal through the integration.

Employee Personal Information

• Maintain complete, accurate, and up-to-date personal information within your payroll system - including date of birth, social security number, and email address.

Pay Frequency/Schedule Changes

• Report any pay frequency or pay schedule changes to us.

Review Payroll Data

• We rely on you to provide us with correct, updated, and complete data about your employees regardless of whether we receive that data directly from you or your payroll provider. Regular audits and spot checks of the data provided will help you quickly identify and rectify any discrepancies.

What Do You Handle for Me If My Plan Has an Active Payroll Integration?

Payroll Codes

• Set up and maintain certain payroll codes within your payroll system. Because we manage the codes, only change this information if expressly told to do so by your representative.
  • Pre-Tax 401(k)$
  • Pre-Tax 401(k)%
  • Roth 401(k)$
  • Roth 401(k)%
  • Per pay period Safe Harbor employer contribution

Employee Deferrals - First Integrated Payroll

• 4 business days prior to your first pay date with us, we will use the employee deferral rates in the portal to set employee elections in your payroll system.

Employee Deferral Updates

• Ongoing deferral changes made in the saver portal by eligible employees will be set in your payroll system within two business days.
• If your plan has an auto-enrollment feature, the same guidelines above apply.

Employee Status Changes In The Portal

• If you add, rehire, or terminate employees in your payroll system, and the changes are not reflected in the portal one business day after the next pay date, reach out to your representative.

Processing contributions

• Process employee deferrals and employer contributions, which are maintained by the integration shortly after you run payroll in your payroll system.

Will Asure Charge Me Fees to Set Up and/or Maintain This Payroll Integration?

Asure may charge fees in conjunction with the integration. Please check with your Asure representative for more specific details.

We will not charge you to facilitate this integration.

How do I Disconnect My Integration?

If you change payroll providers, it is your responsibility to inform us so that we can disconnect your integration and assess whether integration with a different payroll provider is available. Please reach out to your representative, and we will assist you.

If your plan has been amended or you are considering an amendment to your original plan documents, please inform your representative to understand what actions will be required to submit and process your payroll files correctly.