Retro Payments

For Plan Rules, please visit the Admin Manual: Link

Definition of retro: only payments relating to prior years are considered retroactive payments.

This means that any payment received in the current year, for prior years, is considered to be retro (i.e. a settlement paid in 2018 pertaining to 2017 and 2016). However, any payment received in the current year, for the current year, is considered an adjustment to current year contributions, and is not considered retro.

Retro Payments for Deceased Members or Members Who Have Terminated Employment

Contributions are not deducted from retroactive settlements that are paid on behalf of deceased members or members who terminated employment with their HOOPP employer before receiving the settlement.

HOOPP will not recalculate a member's termination benefit to include retroactive adjustments that were not reported when the final termination information is submitted to HOOPP. The amount of contributions and retroactive pay reported on this notice is final and cannot be adjusted.

Your remittance declaration must include the total member and employer contributions that you will be paying HOOPP, in addition to the follow member level information:

- Year the retro was paid
- Year for which the retro contributions are applicable
- Retro low or retro high contribution amounts

Note: the above information can be a positive or negative amount as applicable.

The member information can be reported using a file upload process or by manually entering in the information. This information will be used to update the member’s record.

Following are step-by-step instructions on how to create an Ad Hoc Remittance for Retroactive contributions (both via manual entry and by file upload). Follow the steps below and refer to the corresponding screenshots to process this transaction.

After logging into HOOPP Insight you will land on the Dashboard home page.
	From the Remittances tile, select New Remittance.
	Select Ad Hoc from the Remittance Type drop-down menu. Enter the Start and End Date for the remittance period for which the payments will apply. Then select Save and Continue.
	In the Employee field, enter the total amount of all Retro contributions that you will be remitting. The Employer amount will be automatically calculated and populated in the Employer field. Then select Save and Continue.
Manual Entry
	Select Add Manual Entry to begin entering member level information.
	Start by entering the Member’s SIN - the first and last name will be pre-populated for you.
	Then add the Member’s contribution details in the appropriate fields. Select Save to continue.
	The member’s record will now be displayed on the screen.
	To add contribution details for additional members, select Add Manual Entry and repeat the process.
	Once you have entered the contributions details, select Validate to initiate business validations.
	When the validations are complete, you may be presented with data warnings or data errors that need to be corrected. You will need to clear the errors or warnings before proceeding to the next step. Once any errors or warnings have been actioned, select Continue to proceed.
	Next, select any Outstanding Invoices or Unapplied Credits (if there are any) that you would like to add to this remittance. Once complete select Continue.
	Review the remittance information for accuracy. To print a copy of the remittance information, select Print. Then select Submit to send the information to HOOPP.
	Select Confirm to complete the submission.
	The submission now appears on the Remittances listing page. Select the listing to see a summary on the right. Then click on the HOOPP Insight logo to return to the Dashboard homepage.

Retro contributions - file requirements

This file is provided in-year as part of the remittance Monthly Contribution Reporting (MCR) process.
Within the MCR process, the total retro payment along with the corresponding member data associated with the payment is remitted to HOOPP. This file provides the member data in respect of the retro contributions, applicable year and year paid to the member. If a member has a retro payment that affects multiple years, a row should be provided for each Retro Year impacted.

Retro contributions provided, is in respect of prior years’ only and not the current calendar year, or a year for which MDC data has not yet been reported. This means that any payment received in the current year, for prior years, is considered to be retro (i.e. a settlement paid in 2016 pertaining to 2015 and 2014). Any payment received in the current year, for the current or MDC year should be reported through the annual MDC process.

Field Name	Description	Mandatory Field	Max Field Length	Data Type	Example
SIN	Social Insurance Number No hyphens or spaces	Yes	9	Integer	123456789
LastName	last name of member	Yes	40	Character	Smith
FirstName	First name of member	Yes	40	Character	John
YearRetroPaid	Year retro paid to member	Yes	4	Date (Year Only)	1987
RetroYear	Year retro contribution is applicable to	Yes	4	Date (Year Only)	1987
RetroLowContributions	Contributions in respect of retro earnings paid Yes	Yes – if no Retro High	9	Decimal	232.11
RetroHighContributions	Contributions in respect of retro earnings paid	Yes – if no Retro High	9	Decimal	212.22