Standard 401k to Mutual Of America

Travis Viall

Dec 06, 2023

This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Mutual Of America file specifications. This transformation is used in a detamoov integration with Mutual Of America.

Source File	Destination file
Standard 401k	Mutual Of America

File Specifications

File Type Generated	CSV
Header Row(s) Generated	Yes
Footer Row(s) Generated	No
End of Row Character	CRLF
File Naming Generated	FTP__[Plan ID]__PCX.csv

Filed Mappings

The table below details the specific field mapping and transformation rules applied to ensure the Mutual Of America Payroll Contribution csv format is created correctly from the standard 401k format.

Mutual Of America Field Name	Standard 401k Field Name	Field Type	Details
Mutual Of America Field Name	Standard 401k Field Name	Field Type	Details
First Name	FIRST NAME	STRING
Last Name	LAST NAME	STRING
SSN	SSN	STRING	###-##-####
Gender	GENDER	STRING	Male = M Female = F Unspecified = U


Marital Status	MARITAL STATUS	STRING	Married = M Single = S Divorced = D Unspecified = U



Address 1	ADDRESS LINE 1	STRING	Remove/Replace commas with blank space
Address 2	ADDRESS LINE 2	STRING	Remove/Replace commas with blank space
City	CITY	STRING
State	STATE	STRING
Zip	ZIP	STRING	Take first 5 characters
Birth Date	DOB	DATE	MM/DD/YYYY
Hire Date	HIRE DATE	DATE	MM/DD/YYYY
Termination Date	TERMINATION DATE	DATE	MM/DD/YYYY - Leave blank if REHIRE DATE > TERM DATE
Payroll Date	PAYROLL CHECK DATE	DATE	MM/DD/YYYY
Plan Compensation	CURRENT PAY PERIOD GROSS PAY	NUMERIC	Remove commas, Round Number - Force 2 decimals
Hours Worked	CURRENT PAY PERIOD HOURS WORKED	NUMERIC	Remove commas, Round Number - Force 2 decimals
Excluded Earnings		NUMERIC
Employee Deferral	CURRENT PAY PERIOD EMPLOYEE PRETAX	NUMERIC	Remove commas, Round Number - Force 2 decimals
Employee Roth	CURRENT PAY PERIOD EMPLOYEE ROTH	NUMERIC	remove commas, Round Number - Force 2 decimals
Employer Match	CURRENT PAY PERIOD EMPLOYER MATCH	NUMERIC	Remove commas, Round Number - Force 2 decimals
Employer Base Contribution	CURRENT PAY PERIOD SAFE HARBOR NON ELECTIVE AND CURRENT PAY PERIOD NON ELECTIVE	NUMERIC	Sum, Remove commas, Round Number - Force 2 decimals
YTD Plan Compensation	YTD GROSS PAY	NUMERIC	Remove commas, Round Number - Force 2 decimals
YTD Plan Hours	YTD HOURS WORKED	NUMERIC	Remove commas, Round Number - Force 2 decimals
YTD Employee Deferral		NUMERIC
YTD Employee Roth		NUMERIC
YTD Employee Match		NUMERIC
YTD Employee Base		NUMERIC
Employer_Number	PLAN ID	STRING	Mutual of America's Plan Number
Plan Type		STRING	Default to '401k'. May need field override (401k, 403B, TDA, etc.)
Loan Payment 1	401k LOAN 1 REPAYMENT	NUMERIC	Remove commas, Round Number - Force 2 decimals
Loan Number 1	401k LOAN 1 ID	NUMERIC
Loan Payment 2	401k LOAN 2 REPAYMENT	NUMERIC	Remove commas, Round Number - Force 2 decimals
Loan Number 2	401k LOAN 2 ID	NUMERIC
Loan Payment 3		NUMERIC
Loan Number 3		NUMERIC
Loan Payment 4		NUMERIC
Loan Number 4		NUMERIC
Loan Payment 5		NUMERIC
Loan Number 5		NUMERIC
Payroll Frequency		STRING	Weekly = W BiWeekly = B Semimonthly = S Monthly = M



Payroll Provider Company Code	COMPANY CODE	STRING
Middle Initial	MIDDLE NAME/INITIAL	STRING	Take first 1 character
Job Title		STRING
Employee ID	EMPLOYEE NUMBER	STRING
Employee Status	EMPLOYEE STATUS	STRING	Terminated = T Active = A Unidentified = U


Pay Type		STRING	Salary or Hourly
Rehire Date	REHIRE DATE	DATE	MM/DD/YYYY
Leave of Absence Begin Date		DATE
Leave of Absence End Date		DATE
Cost Center 1 Code		STRING
Cost Center 2 Code		STRING
Cost Center 3 Code		STRING
Employee Email Address	EMAIL	STRING
Phone Number	PHONE	STRING	##########

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