View the Retirement Plans report

This report shows details for employee and company contributions to retirement plans.

  1. In the left navigation bar, click Reports.
  2. Click in the search box (the one with the magnifying glass icon) to see a drop-down list of reports. If you know the name of the report, start entering the report name to quickly jump to it in the list.
  3. Click Retirement Plans.
  4. Select the date range from the drop-down, and then click Run Report.

Want descriptions of each type of report? On the main Reports page, click a category (Recommended, Frequently Run, My Custom Reports, All Reports) to see a specific group of reports with short descriptions of each. Click Run to view the report with its default settings. If it’s possible to customize the report, you’ll see a Customize link beneath its description.

Read the report

Mouse over the image or click here to see the image in a separate window.

What kind of info is included in the report?

The Retirement Plans report only includes plans that you have set up for employees. If you haven't set up any retirement plans for your employees, this report will not contain any info. The following types of plans are available when you set up an employee:

Click print report to see info on printing the Retirement Plans report.

See also