Other State Files>IL Secure Choice Emps

The State of Illinois requires that all employers that have been in operation for at least two years and have more than 25 employees must have retirement plans for their employees. If a company does not have their own plan, they are required to register for a state-sponsored Roth IRA program called Illinois Secure Choice. Click here for more information regarding Secure Choice.

Employers are required to create an account for each employee. A Social Security Number, First Name, Last Name, Birth Date, Address, City, State, Zip, and Phone Number are required for each employee. Accounts may be set up manually, or this information may be uploaded to the Secure Choice website. We have provided you with the ability to create an export file to simplify this process.

To Create an Employee File to Upload to Secure Choice

1. Select Reports>Tax Forms>Additional State Files>IL Secure Choice Emps.
   
2. Verify that All fields for All Employees have valid information. The program will not create a file if there is missing information.
3. Click the Browse button.
   
4. Browse to the desired folder, enter a name for the file, and click Save.
   
5. Click Create File.
6. The following dialog box will open when the file has been created. Click OK to close the dialog box.
   

Note: If any of the required information is missing, an error message will open notifying you that data is missing from one or more employees. You can enter the missing information in the grid and click Create File, or go back to Company Contacts to enter the missing information so it will be saved on the employee record.