This article describes how to configure a client for the Standard 401k to American Trust moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
If you have not already done so, please add the Standard 401k to American Trust moov to your account by following these steps.
Once the Standard 401k to American Trust moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to American Trust moov.
The Standard 401k to American Trust moov provides a notification for when the moov is complete. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notification step, click on the cog icon under the Action - Notify step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To save your parameters click on the Save Changes button.
In the moov configuration section, click the Add button to add a new client to send retirement data to American Trust.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - this field should be set to 'Testing' until the testing phase has been completed.
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform. The value entered into this field is important as the file you send to detamoov must start with this value.
File Name Contains - optional value that is included in the file name
American Trust File Specifications
For more information on the American Trust file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to American Trust help page.
payFrequencyCode
American Trust requires that the payFrequencyCode be included in the file sent to them. To provide this, please create a field override by locating Step 5: Action Transform step, expand the Field Overrides Panel and click the Add button. Then select field 31: payFrequencyCode and enter in one of the following codes:
W = Weekly
B = Bi-Weekly
S = Semi-Monthly
M = Monthly
headerPlanId
American Funds requires that the file name be included in the header row sent to them. To ensure the file name is correct for the header row, you will need to provide a field override for the headerPlanId field if you do not store the American Funds Plan ID in payroll. If so, please create a field override by locating Step 5: Action - Transform step, expand the Field Overrides panel and click the Add button. Then select field 32: headerPlanId and enter in the Plan ID value.
divisionId
Your client's American Trust plan may include a divisionID. If so, please create a field override by locating Step 6: Action - Transform step, expand the Field Overrides panel and click the Add button. Then select field 4: divisionId and enter in the plan's division Id value.
planID
If you do not store the American Trust Plan ID in payroll, an override is needed in the Header row. To override the Header row, locate Action - Header/Footer Rows and toggle the 'use default parameters' swith OFF. Then click the Row index: 1 to expand the header row fields.
Then locate the planId component and change the Row Component Type to Text and enter in the Plan ID in the Text Field.
payFrequencyCode
American Trust requires that the payFrequencyCode be included in the Header row. To add the payFrequencyCode, locate the component and enter in one of the following in the Text Field.
W = Weekly
B = Bi-Weekly
S = Semi-Monthly
M = Monthly
divisionId
If your client's plan has a divisionId, locate that component and enter the value in the Text field.
planId
If you do not store the American Trust Plan ID in payroll, an override is needed in the file name. To override the File Name, locate the Action - Name File step and toggle the 'use default parameters' OFF. Then change the Naming Component Type of the Plan ID custom field to Text and enter in the planId.
payFrequencyCode
American Trust requires that the payFrequencyCode be included in the file name. To provide the payFrequencyCode, locate that component and replace the "[Pay Frequency Code - Override]" text in the Text field with one of the following codes:
W = Weekly
B = Bi-Weekly
S = Semi-Monthly
M = Monthly
At the beginning of this article you configured the notification step for the moov to send a notification once the moov had completed. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To override the notification step, locate the Action - Notify step and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
To complete the configuration for your client, click the Next button at the bottom of the page and then the Save button on the moov summary page.
