This article describes how to configure a client for the Standard 401k to Ascensus 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 Ascensus moov to your account by following these steps.
Once the Standard 401k to Ascensus moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to Ascensus moov.
The Standard 401k to Ascensus 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 sent 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 Ascensus.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Ascensus doesn't have a test filename convention or test SFTP directory while in a testing phase, so you can set this to Testing or Active if you are ready to send retirement data to Ascensus
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
Ascensus requires that the Plan ID be included in the header row of the file. If you do not store the Plan ID in payroll then you will need to add an override for the Plan ID in the header row.
Ascensus also requires that the Site be included in the header row of the file.
To add a header row override, locate the Action - Header/Footer Rows step and toggle the 'Use default parameters' off, then click the Row index: 1under the Header Rows section to expand the header row. Then on the Plan ID (edit) component, change the Row Component Type to Text and enter in the client's plan ID in the Text field.
If the plan's Site differs from the one showing in the default text field, change the text field to the appropriate site.
Ascensus requires that the Plan ID be included in file name. If you do not store the Plan ID in payroll then you will need to add an override for the Plan ID in the file name.
To add a file name override, locate the Action -Name File step and toggle the 'Use default parameters' off. Then on the Plan ID Custom Field, change the Naming Component Type to Text and enter in the client's plan ID in the Text field.
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.
