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foryour organization option-by-option. With Statement-Builder™, you can...  \n select your format;  \n choose a layout;  \n choose your method of delivery;  \n select a cover design from our catalog or upload you own image for use on the cover;  \n personalize the color palette;  \n choose a cover font;  \n choose your preference for how data is displayed (within the statements);  \n upload your logo.  \nGet started or check out the options with Statement-Builder™  \nNote: If you prefer fully customized statements, please contact us to discuss your project.  \nStep 2: General Benefits Checklist (you can provide this information on the online form or send separately)  \nThis checklist is designed to gather “general” plan design and premium rate information for employer-provided or employer-shared benefits. This helps give us a quick rundown of your benefits plans so we will know exactly what to look for from the spreadsheets. Here is a quick guide of information gathered on the Checklist.  \n Medical, Dental, Vision Premium Rates (Employer and Employee costs)  \n Rates for Employer-Provided Life Insurance, Short-Term Disability, Long-Term Disability  \n Check the Retirement Plans that you offer  \n Check the Other Employer Provided Benefits (such as cell phone, uniforms, etc.) that you provide to all or groups of employees  \n Check the Voluntary benefits that you offer to employees  \nNote: Other Employer Provided benefits such as cell phone or uniforms will be confined only on statements of employees receiving that benefit. Please see FAQ’s attached.  \nGo to the Benefits Checklist  \nStep 3: Employee Specific Data  \nAttached is a list of the employee data we need to produce statements. Please send all data in excel spreadsheets. Since data can often come from various sources, you can send multiple spreadsheets. Note: When sending multiple spreadsheets, a unique employee identifier (such as SSN or employee ID) must be included on each spreadsheet. When you are ready to send data, please contact us for access to our secure portal.  \nAlso, if you provide a summary of benefits or benefits/enrollment guide to employees, please email a copy to  \n[jackie@thecbcgroup.com](jackie@thecbcgroup.com)  \nQuick List of Data  \nHere is a quick summary of the data we need to produce total compensation statements. Employee-Specific date must be sent in Excel Spreadsheets. When you are ready to send spreadsheets, please contact us for access to our secure portal. IMPORTANT:  \nIf sending multiple spreadsheets, a unique employee identifier (such as SSN or employee ID) must be included on each  \nspreadsheet. Please contact us if you have any questions [jackie@thecbcgroup.com](jackie@thecbcgroup.com)  \n[Employee-Specific data](Employee-Specific data)…  \n Social Security Number / Employee ID Number  \n Name  \n Date of Birth  \n Date of Hire  \n Home Address (if mailing statements)  \n Email Address (if sending electronically)  \n W-4 Filing Status  \n Occupation/Department (optional on some cases)  \n Annual Earnings or Hourly /Base Rate  \n Number of Hours (if providing hourly incomes)  \n Pay Frequency  \n Bonus / Commissions / Other Additional Income?  \n Medical / Dental / Vision Election for each employee (employee only, employee/spouse, employee/child, family)  \n 401(k)/403(b) Retirement: Contribution percentage or Flat Dollar Deferral for Each Employee  \n 401(k)/403(b) Retirement: Account Balance for Each Employee  \n Other Retirement Plans? Include contributions & account balances for each employee  \n Cell Phone Allowance, Uniforms, Auto Allowance, Tuition Expense, Employee Assistance Program, etc.?  \nGeneral benefits information   \nRate Information: We need the rate information only if you provide or share in the cost of these benefits with employees","cbCait8WOMb9A9j7","https://ap.wps.com/l/cbCait8WOMb9A9j7","pdf",369921,"English","# Step 1: Get started with Statement-Builder™\n## Statement-Builder™ setup options\n## Fully customized statements note\n# Step 2: General Benefits Checklist\n## Medical, Dental, Vision premium rates\n## Life insurance and disability rates\n## Retirement plans and other benefits\n# Step 3: Employee Specific Data\n## Data submission requirements (Excel spreadsheets)\n## Quick list of required employee fields\n## Rate information rules\n# FAQ’s for Total Compensation Statements\n## How are earnings presented?","[{\"question\":\"What is Statement-Builder™ and what can it configure for total compensation statements?\",\"answer\":\"Statement-Builder™ is a layout and design editor that helps create total compensation statements by selecting format, layout, delivery method, cover design and branding, color palette, cover font, and how data is displayed, including uploading a logo.\"},{\"question\":\"What information is collected in the General Benefits Checklist?\",\"answer\":\"The checklist gathers general plan design and premium rate information for employer-provided or employer-shared benefits, including medical/dental/vision premium rates, life insurance and disability rates, retirement plans, other employer-provided benefits, and voluntary benefits.\"},{\"question\":\"What employee-specific data must be provided to produce the statements?\",\"answer\":\"Employee-specific data must be sent in Excel spreadsheets and include a unique employee identifier per spreadsheet, plus fields such as Social Security/employee ID, name, birth and hire dates, address or email, W-4 status, job/department (optional), earnings and pay details, retirement contribution/account balance items, benefit elections, and relevant other allowances or expenses.\"}]","Total Compensation Statements Guide - 2013 | PDF",1789530410]