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EMPLOYERS: GETTING STARTED
Employer Enrollment Process
To enroll your company in the RTD-IRA program, just follow these steps. There is no charge to enroll in the RTD-IRA program for 12 months.
1. Contact your RTD-IRA sales representative to enroll in the RTD-IRA program. Your RTD-IRA sales representative will provide you with the enrollment documents, answer any questions and walk you through the enrollment process which will include:
- Signing the program agreement.
- Establishing a payroll deduction code for RTD-IRA and arranging for payroll deduction processing. No special record keeping or reporting is required; you only need to satisfy your internal requirements. The deducted amounts can appear on employee pay stubs and on annual W-2 forms in Box 14 as non-taxable compensation. If you use an outside payroll provider, click here for Payroll System Interface guidance.
- Sending a file of eligible employees to your RTD-IRA sales representative. This file defines who has access to the secure portion of the web site. Employers will send a file to RTD every month with new and terminated employees.
- Forwarding the employee announcement that we provide you to your employees. This announcement will instruct them how to log on to the RTD-IRA website and enroll. • Encouraging your employees to enroll in the RTD-IRA program through the use of free promotional materials (posters, paycheck stuffers, brochures, etc.) supplied by RTD. If requested, RTD will also host a transportation seminar at your worksite so employees can ask questions about the RTD-IRA program and sign up on the spot.
- You must sign up for a minimum of 12 months.
Employer Responsibilities
The RTD-IRA program has been designed to be as convenient as possible for employers.
In order to participate in the program, your company must agree to perform the following activities:
- Deduct the cost of participating employees’ transit pass pre-tax each month.
- Set up an automatic payroll deduction ($25 minimum per month) into participating employees’ savings account at Wells Fargo Bank or any savings account of the employee’s choice.
- Pay the transit benefits administrator for the cost of the transit passes sold each month. You will be invoiced by the transit benefits administrator on a monthly basis.
- Send an eligible employee file update monthly.
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