Total Retirement Service User GuideA focus on Contribution Submissions

Information provided for plan sponsor use in meeting fiduciary obligations. Not intended for distribution to participants or for use as advertising or sales literature.Copyright © 2011 Massachusetts Mutual Life Insurance Company. All rights reserved. RS-01186-02

Information at Your Fingertips

This module of the Total Retirement Center (TRC) User Guide is designed to provide you with the following information:

How to submit your contribution files through our secure internet site.

How to check the Event Log after your submission.

Step 1: Log onto the TRC @ http://www.massmutual.com/retire/ and go to Plan Management / File Transfer by either clicking the Plan Step 1: Log onto the TRC @ http://www.massmutual.com/retire/ and go to Plan Management / File Transfer by either clicking the Plan g g y gManagement tab at the top and selecting File Transfers, or through our Quick Clicks section on the left and selecting File Transfer.

g g y gManagement tab at the top and selecting File Transfers, or through our Quick Clicks section on the left and selecting File Transfer.

Step 2: Once you are in the File Transfer section, select transfer typeContributionStep 2: Once you are in the File Transfer section, select transfer typeContribution

*Your screen may appear differently if you are a Data Exchange client*Your screen may appear differently if you are a Data Exchange clientYour screen may appear differently if you are a Data Exchange client,or whether forfeitures are available for plan use..Your screen may appear differently if you are a Data Exchange client,

or whether forfeitures are available for plan use..

Step 3: Enter in the totals of your contribution file including any forfeitures to be applied. These control totals willserve as an alert to MassMutual if they do not match your contribution file. Remember that you can only applyforfeitures to offset employer contributions. After entering these control totals, click the button labeled Browse…

Step 3: Enter in the totals of your contribution file including any forfeitures to be applied. These control totals willserve as an alert to MassMutual if they do not match your contribution file. Remember that you can only applyforfeitures to offset employer contributions. After entering these control totals, click the button labeled Browse…

Step 4: A search window will open after clicking the Browse button. Ifyou use MassMutual’s Contribution Template, your electronic file issaved to your C: Drive. Find the contribution file using this standardsearch window highlight the file name and click the button labeled

Step 4: A search window will open after clicking the Browse button. Ifyou use MassMutual’s Contribution Template, your electronic file issaved to your C: Drive. Find the contribution file using this standardsearch window highlight the file name and click the button labeledsearch window, highlight the file name, and click the button labeledOpen. Note: Files must be text files. For additional information on fileformatting, contact your MassMutual representative.

search window, highlight the file name, and click the button labeledOpen. Note: Files must be text files. For additional information on fileformatting, contact your MassMutual representative.

Step 5: Confirm the selected Contribution file name and click Send FileStep 5: Confirm the selected Contribution file name and click Send File

Step 6: This screen confirms that a Contribution file has beensubmitted to MassMutual. Please verify that your file has beentranslated and processed by checking its status on the Event Log.Your file should be read within 60 minutes or earlier if it is sent prior to

Step 6: This screen confirms that a Contribution file has beensubmitted to MassMutual. Please verify that your file has beentranslated and processed by checking its status on the Event Log.Your file should be read within 60 minutes or earlier if it is sent prior toou e s ou d be ead t 60 utes o ea e t s se t p o to4 pm EST. If sent after 4 pm EST, your file will be read the next day.

ou e s ou d be ead t 60 utes o ea e t s se t p o to4 pm EST. If sent after 4 pm EST, your file will be read the next day.

To learn more about the Event Log, g

look for the Event Log Training Module

Next, go to the Event Log. Check the select box of the file that youwant to view, and then choose details. Details of your transmissionincluding any errors will be noted on this record

Next, go to the Event Log. Check the select box of the file that youwant to view, and then choose details. Details of your transmissionincluding any errors will be noted on this recordincluding any errors will be noted on this record.

Note: Wait at least 60 minutes after you send a file to ensure theaccuracy of the transmission.

including any errors will be noted on this record.

Note: Wait at least 60 minutes after you send a file to ensure theaccuracy of the transmission.

Questions?

Please contact your Account Manager or appropriate MassMutual associate.

Proceed to the Help Section of the Total Retirement Center for further information.

You may print or send this presentation by: clicking on “File”, then “Print” or “Send to.”

Thank you!

11© 2011 Massachusetts Mutual Life Insurance Company, Springfield, MA. All rights reserved. www.massmutual.com. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives.

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