Insperity PEO – Vestwell Help Center

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

Insperity PEO offers a 180° 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. Is My Version of Insperity Compatible With the Integration?
2. How Does My Integration Work?
3. Are There Any Reasons Why My Plan Might Not Be Eligible for an Integration?
4. How Do I Initiate My Integration Setup?
5. What Are My Responsibilities If My Plan Has an Active Payroll Integration?
6. What Do You Handle for Me if My Plan Has an Active Payroll Integration?
7. Will Insperity Charge Me Any Fees to Set Up and/or Maintain My Payroll Integration?
8. How Do I Disconnect My Integration?

Is My Version of Insperity Compatible With the Integration?

Supported (PEO)

• Insperity Workforce Optimization
• Insperity Workforce Synchronization

Are you a client of Insperity's non-PEO products below?

• Workforce Acceleration
• Workforce Administration

Insperity offers several different products. Each product falls under a different level of integration. If you are a client of Insperity Traditional Solutions (TES) and use one of the above products, please view our "Insperity Non-PEO" article. Please contact your Insperity representative if you are unsure which Insperity product you use.

How Does My Integration Work?

Your integration is a 180° Automated Integration. This is a one-way integration in which we will automatically receive certain information about your plan and participants from your payroll system and process employee and employer contributions to the plan.

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

There are some plan design features that currently prohibit the use of payroll integration, including:

• Plans that have multiple pay groups.
• Plans that have multiple EINs.
• 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 per pay period non-mandatory employer contributions.
• Plans that allow after-tax contributions (only 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?

Email your Insperity payroll specialist directly requesting to set up an integration with Vestwell. Please remember to specify the pay date the integration should begin.

What Are My Responsibilities If My Plan Has an Active Payroll Integration?

Our ability to successfully process your payroll files and administer your plan depends on you! Your responsibilities include:

Payroll Codes

• Work with your payroll representative to set & maintain payroll codes within your payroll system.
  • Pre-Tax 401(k) $
  • Pre-Tax 401(k) %
  • Roth 401(k) $
  • Roth 401(k) %
  • Employer Contribution(s)
  • Retirement loans

Loans

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

Saver Deferrals

• Maintain saver deferral rates in your payroll system.

Discretionary and/or Profit-Sharing Contributions

• Set up and maintain non-mandatory employer contributions in your payroll system.
• Submit non-mandatory employer contributions through your employer portal using an off-cycle upload.

Mandatory Employer Contributions

• Set up and maintain mandatory employer contributions in your payroll system.
• Submit mandatory employer contributions that are on a frequency other than on a per-pay period basis using an off-cycle upload.

Pay Groups

• Make sure any pay groups in your payroll system are also set up with us and vice versa.
• The number of pay groups or companies in your payroll system may affect your plan’s eligibility to integrate.

Saver Status Changes - Payroll System

• Make updates in your payroll system when savers are hired, terminated, or re-hired. Include a specific date when making these status changes in your payroll system.

Saver 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 your retirement plan representative to ensure there is no delay in processing your payroll files upon making this change in your payroll system.

Review Payroll Data

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

What Payroll Activities Do You Handle for Me?

Saver Status Changes In The Portal

• When you add, rehire, or terminate savers in your payroll system, the changes will be reflected in the portal one business day after the next pay date.

Processing Contributions

• Process saver deferrals and employer contributions are maintained by the integration shortly after you run payroll in your payroll system.
• If payroll is processed in your payroll system before your scheduled pay date, it may get processed early.

Will Insperity Charge Me Any Fees to Set Up and/or Maintain My Payroll Integration?

Your payroll provider may charge fees in conjunction with the integration. Please check with your Insperity 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 if you are considering an amendment to your original plan documents, please inform your representative to understand what actions on your part will be required to submit and process your payroll files correctly.