Contribution Manager
The Contribution Manager, located within the Plan Management tab of the Portal, allows clients to securely review and approve their contribution and loan repayment totals before funding.
T. Rowe Price associates will use Contribution Manager to track adjusted participant amounts, wire adjustments, and funding adjustments.
Navigation
The Contribution Manager features four primary tabs that you’ll navigate between:
- The Client Snapshot tab shows the current status and active files in the Contribution Manager.
- The Summary tab shows high-level information about the file, such as date, time, and summary of all participants. The tiles below the date show the file’s current status, from “Edit Status” all the way to “Complete.”
- The Detail Search tab allows you to view participants, make adjustments, or add notes of explanation to your file.
- The Reports tab provides access to payroll reports, all of which can be downloaded as a .PDF or Excel file. T. Rowe Price will store 30 months (about 2 1/2 years) of payroll activity in the Contribution Manager. Reports will be available one day after the file has been completed. When you log in to view a payroll file for the first time, the status will be set to “Client Adjustment.”
Moving files through the Contribution Manager
Your payroll file will go through up to seven steps. For total. transparency, a status bar represents the current status of your file and how many steps remain.
Read our complete article on how to move your file through each step.
Changing a Payroll File
Both clients and internal associates will use Contribution Manager to make changes to a payroll, such as adjustments or notes of explanation.
Read our complete article on how to make changes.
Learn more with our full list of Contributions Manager articles
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