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ARP Data Manager

Calculation of Employer Match

M = A x W

A = Applied Match Percent (%)
W = ARP Gross Wages ($)

For all employees entitled to Employer Matching Contribution, the calculation is:
A = the lesser of:
(E + T + R) / W
3.00% of ARP Gross Wages (Regular 12-month employees)
3.26% of ARP Gross Wages (Educational 10-month employees)

E = Employee Total Pre-tax Contribution ($)
T = Employee Total After Tax Contribution ($)
R = Employee Total Roth 403B Contribution ($)

Rounding for the Applied Match Percent is done only at the final calculation of M, Employer Matching Contribution ($). Calculations using any other rounding methodology may produce results which vary from those of the ARP Data Manager by a few pennies.

Local Hire Guidelines (LHGL):

After providing your LHGL Resolution Document and Rollout Data to the NAD ARP Office, you must configure the ARP Data Manager for these criteria.

From the Main Menu, click <Settings> | <Identity, Folders, and Payroll>. In the Local Hire 2011 Group Box, select the Employer Option Code you have decided to apply from the drop down list, then enter your rollout date. When finished, click <OK> at the bottom of the dialog.

If you selected "B", then all of the employees in the database will be coded "1",
If you selected "V", then all the employees will be coded "2".

If you selected "G" or "P", you will be presented with a dialog which will enable you to enter the employee codes permited for your selected employer code for each employee.

Error Checks:

The Hire Date must always be after the Birth Date. Otherwise a FATAL ERROR will be generated.
The only organizations who may properly provide a Compliance Group code of "M" are the GC Mission Service and Guam Micronesia Mission. A fatal error will be generated for any others attempting to use the Compliance Group code of "M".

Both the Hire Date and Status Date must precede the Payroll Date.

The Status Date must be on or after the Hire Date.

Foreign Addresses and Use of Country Field:

Foreign addresses can be entered in a similar manner as US addresses with a few exceptions as noted below. The error check algorithm no longer requires that the Zip / Postal Code be all integers nor does it generate a fatal error if left blank. Canadian Postal Codes can now be entered, and in those cases where a foreign country has no postal codes, the zip code field should be left blank.

When the employee's address is in a foreign country OTHER THAN CANADA click <Other> in the Country Radio Group. Select the country name from the dropdown list of foreign countries that is now visible. Following your selection of the country name, its code will be written to the State field.

For Canadian addresses, click <Canada> in the Country Radio Group. Select the Canadian Province from the State dropdown list. Enter the Canadian Postal Code in the Zipcode Field.

VERY IMPORTANT! The country field MUST be left blank when the employee's address is in the United States or one of its territories.

All Checkboxes

The purpose of a Checkbox is to indicate a True or False condition. Checked indicates True; unchecked indicates False. Please look carefully when determining whether a checkbox is checked. A checked checkbox (True) contains a dark black check mark. An unchecked checkbox (False) contains nothing; i.e., it is blank. A gray check mark in a checkbox is a null value; i.e., neither checked nor unchecked, and the program treats it in the same manner as unchecked (False).

Payroll Items Maintained in the Databases Dialog

The following items can also be entered in the Batch Identification Dialog at export, but it's better to assign them in the Databases Dialog where you can see the items in these categories that you've assigned to other payrolls.

Payroll Run Reference (RunRef)

The Payroll Run Reference is a 3-character alphanumeric string. Assign one unique Run Ref to each of your payroll databases. Each of your unique payroll types should be assigned a likewise unique RunRef. Once a RunRef is assigned to a payroll type, do not change it.

Payroll ID

The Payroll ID is a 3-character alphanumeric string that becomes the last three characters of the Payroll Reference / File Name of your payroll file. This item can be changed, or it can remain the same, from one payroll to the next. If the occasion arises requiring replacement of a payroll file that has already been accepted, one or more of these three characters can be changed to avoid attempting to upload a file whose name has already been used.

Pay Frequency

Self-explanatory: Monthly, Semi-monthly, Bi-weekly, etc.

Pay Period

The payroll period number for the current calendar year. This value is auto-incremented following a successful export and upload.

Pay Date

Self-explanatory: Following a successful export and upload, the pay date is set to the next pay date based on the pay frequency.


If you are setting up ARP on a new or different computer, select Full Install Set.

If you simply need to update an existing installation, select Update.

ARP Data Manager Current Version: 5.1.1

Version 4.0.0 implemented provisions for satisfying IRS requirements for reporting missed contributions and provides for recording and reporting cost centers and employee numbers or enrollment IDs. It also provides for reporting the employee's actual employer location within each employee's record.

Version 4.0.1 came close on the heals of 4.0.0 to exterminate a bug on the "Assign Employers" Page that occurred during progressive entry of employee enrollment IDs when the end of the table was reached. It also provided for the payroll center to furnish a FAX number as requested but not required by NAD Retirement.

Version 4.0.2 corrects an issue with the EEGuide selection feature on the Employment Tab of the Data Manager.

Version 4.0.3 improves the manner in which payroll dates are handled with respect to changes in databases.

Version 4.0.4 corrects an issue in the Message Display Dialog which previously attempted a write to the Windows folder (C:\Windows) which, beginning with Windows 7, is restricted to only users with administrative rights to the local workstation.

Version 4.0.5 corrects a problem that occurred whenever an attempt was made to add an employee manually.

Version 4.0.6 This version was skipped.

Version 4.0.7 provides for only the 2011 Local Hire Guidelines settings to be maintained. The 2010 Local Hire Guidelines period has expired, and all references to it have been removed. Effective January 1, 2014, all payroll centers must have submitted their rollout dates and employer option elections to the NAD ARP office. These settings must be entered in the ARP Data Manager Settings Dialog as described above under Local Hire Guidelines (LHGL).
An issue that occurred when attempting an import from the Transfer Dialog has been corrected.

The Pay Frequency Drop-down in the Batch Identification Dialog which had not been displaying correctly has been corrected.

A new page, "Suppress", has been added allowing Payroll Centers to "Suppress" employees for the current pay period from a list rather than having to page through one by one in the Pay Data Tab.

Issues with managing Employee Guide Codes (EEGuide) have been corrected.
Version 4.0.8 corrects a problem that occurrs when an attempt is made to uncheck the Override check box in the PayData page.

Version 4.0.9 Error Check algorithm now flags Federal Taxable Wages less than zero (0) as a FATAL ERROR.
Now allows Status codes of "P", "F", "D", "R", "S", "T", "X" in addition to "N" with an EE Code of "E".

Version 4.1.0 corrects the calculation of Employer Match for 10-Month Educational Employees which, since July 1, 2011, has been 3.26%. Previous versions used the same 3% as for regular 12-Month Employees. Fortunately, many payroll centers caught the omission and invoked the override feature to ensure their employees received the correct match.

Following export and upload when the "Set $ Amounts to Zero" menu item is activated:
The Federal Taxable Wages value is no longer set to zero .

The QNEC value is set to zero.

Version 5.0.0 incorporates the database and export algorithm changes necessitated by the NAD Retirement Department having changed fund managers from Valic to Great West / Empower. If you have been using the mapping and import utility to load your ARP Data Manager database from your payroll system, you will very likely need to update your import mapping table following your update to this version. If you require assistance with this part, contact your ARP Support Team.

Version 5.0.1 corrects some problems recently discovered with the error checking and organization master table update algorithms. It also enables loading the ITS Software Web Page directly from the Utilities Menu Listing to check for updates.

Version 5.1.1 incorporates the requirements of ARP Upload Spec 16.06A.

Version 5.1.2 corrects an error in the display of gender and marital status data.

Prior to updating, you should ensure that no one is currently using the ARP Data Manager.

The update to ARP Data Manager Version 5.1.2 is contained in a compressed file, "ARP512.zip". In response to the Download Dialog, click <Save>. Save the Zip file to the folder from which you run ARP Data Manager. You can ascertain that location by right-clicking the desktop icon for ARP Data Manager, then click <Properties>. In the Properties Dialog, the path to your ARP Data Manager is in the Target Folder Field. Once you've saved the zip file, open your Windows Explorer, navigate to the folder in which you saved the zip file. Right-click the file name, ARP511.zip, and select "Extract All...". Navigate the dialogs to the folder from which you run ARP Data Manager. Confirm by clicking <Yes> to overwrite the existing files. After clicking <Finish>, your update should be installed and ready to run.

ARP Upload: If a shortcut to ARP Upload is still on your desktop, you should delete it, as it is obsolete since February 4, 2011.


For a full install on a new workstation, click the link below to email your ARP Support person who will assist you with its setup.

Full Install Set