Jan 24, 2024
For every client/plan you configure to transfer to TIAA, transformation overrides are required since each TIAA plan requires different data elements and different values. We've built our standard 401k to TIAA transformation to handle every situation that may be required. To continue with configuring your client's plan with the TIAA moov, please reach out to us at detamoov for support and we'll be happy to walk you through the setup from here!
Please contact us at [email protected] and send the plan specifications for your client's plan for review.
For more information on the TIAA file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to TIAA help page.