Symply

Retirement Benefit

Updated May 15, 2026

  1. Log into Symply
  2. On the Left click on Deductions
  3. Click on Retirements
  4. Click on Desired Retirement Plan
    1. Page 1
      1. Enter Provider (Retirement Company)
      2. Vendor (If you require Symply to provide a check or Direct ACH for payment you will need to create a Vendor)
      3. Display Name (Retirement Company)
      4. Is this a new or existing plan?
        1. If NEW enter effective date.
        2. If EXISTING no date needed.
      5. Do you allow special 'catch-up' limit for 50 years & older? Yes or No
      6. Do you offer an employer match?
        1. If YES enter your contribution match
      7. Continue
    2. Page 2

      1. Select All Employees that are Participating

      2. Continue

    3. Page 3
      1. Enter Deduction Amount Type: (Amount or Percent)
      2. Enter how Much the employee will be Deducted Per Pay Period
      3. Save

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