Payroll data-flow guide

Yang's Pension Consulting, Inc — Staging preview — educational worksheet, not professional advice.

Map each high-level handoff before sending payroll data to a provider.

1. Plan terms: confirm compensation, eligibility, entry-date, and contribution rules.
2. Payroll source: identify report owner, cutoff, data fields, and exception process.
3. Provider handoff: document file timing, receipt confirmation, and correction contact.
4. Reconciliation: compare payroll output, provider output, deposits, and participant communications.
5. Evidence: retain reports, approvals, exceptions, and resolution dates.

Planning guide only. Do not upload or print participant-level data through this page.

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