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Home > Transformations > Prebuilt File Transformations > Standard 401k to Corebridge Financial
Standard 401k to Corebridge Financial
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This article describes the file transformation that has been created in detamoov to transform the standard 401k file format to the Corebridge Financial file specifications.  This transformation is used in a detamoov integration with Corebridge Financial.

 

 

 Source File

 Destination file

 Standard 401k

 Corebridge Financial

 

File Specifications

 

 File Type Generated  CSV
 Header Row(s) Generated    Yes
 Footer Row(s) Generated  No
 End of Row Character  CRLF
 File Naming Generated

 [5 digit Group #]_[Plan #]_[Plan Type]_MMDDYYYYHHMMSSFFF.csv.pgp 

 

Field Mappings

 

The tables below detail the specific field mappings and transformation rules applied to ensure the Corebridge Financial csv format is created correctly from the standard 401k format.

 

 

Field #

Corebridge Field Name

Standard 401k Field Name

Details

1

Format Code

 

Hardcode PSDI

2

Paygroup ID

 

Uppercase

3

SSN

SSN

#########

4

Employee ID

EMPLOYEE NUMBER

 

5

Participant First Name

FIRST NAME

 

6

Participant Middle Name

MIDDLE NAME/INITIAL

 

7

Participant Last Name

LAST NAME

 

8

Address 1

ADDRESS LINE 1

 

9

Address 2

ADDRESS LINE 2

 

10

City

CITY

 

11

State/Country Code

STATE

 

12

Zip

ZIP

##### or
#########

13

Payroll Frequency Code

PAY PERIOD START DATE
PAY PERIOD END DATE

W = Weekly
BW = Biweekly
SM = Semi-Monthly
MO = Monthly
QT = Quarterly
SA = Semi-Annually
AN = Annually

14

Payroll Date

PAYROLL CHECK DATE

MMDDYYYY

15

Contribution Slot 1

Custom Per Plan

Implied 2 decimals
0 fill if not used
If Loans: Sum

16

Contribution Slot 2

Custom Per Plan

Implied 2 decimals
0 fill if not used
If Loans: Sum

17

Contribution Slot 3

Custom Per Plan

Implied 2 decimals
0 fill if not used
If Loans: Sum

19

Contribution Slot 5

Custom Per Plan

Implied 2 decimals
0 fill if not used
If Loans: Sum

20

Loan ID

401K LOAN 1 REPAYMENT
401K LOAN 2 REPAYMENT
401K LOAN 1 ID
401K LOAN 2 ID

Zero fill if no loan
Zero fill if multiple loans

21

Birth Date

DOB

MMDDYYYY

22

Hire Date

HIRE DATE

MMDDYYYY

23

Phone

PHONE

##########

24

Address 3

 

 

25

Gender ID

GENDER

M = Male
F = Female
U = Unspecified

26

Marital Status

MARITAL STATUS

M = Married
S = Single
D = Divorced
W = Widowed
P = Domestic Partner
U = Unspecified

27

Employment Status

EMPLOYMENT STATUS

A = Active or Rehired
R = Retired
T = Terminated
X = Deceased
D = Disabled
I = Inactive
L = Leave
For Plans with Auto Enrollment:
A or E = New Hire Eligible or Auto-enrollment
Y = Not Eligible for Auto-Enroll, eligible to enroll online
N = Note eligible for plan participation

28

Employment Status Change Date

REHIRE DATE
TERMINATION DATE

Required if Rehire Date or Term Date, else leave blank

29

Location Code

 

Hardcode 0001 if only one location

30

HR Sub Area

 

Provided by Corebridge if applicable

31

Payroll Status code

RESERVED FIELD

FT = Full Time
PT = Part Time

32

Annual Salary

RESERVED FIELD

Recommended but not required
Implied 2 decimals
Pad left 0

33

YTD Hours

YTD HOURS WORKED

Round to 0 decimals
Whole number
Pad left 0

34

Email Address

EMAIL

 

Fields Below are for Full Service (PSDI) Format Only.  These fields should be left blank for CR Plans

35

Loan Repayment Amount 1

 

Do Not Use

36

Original Hire Date

 

MMDDYYYY

37

Date of Termination

 

MMDDYYYY

38

Date of Rehire

 

MMDDYYYY

39

Per Pay Period Hours

 

Implied 2 decimals

40

Sub Group

 

Provided by Corebridge if applicable

41

Primary Location Code

 

Y = Yes
N = No

42

Transfer In From Date

 

MMDDYYYY

43

Transfer in From Location

 

MMDDYYYY

44

Transfer Out Date

 

 

45

Transfer Out to Location

 

 

46

415 Compensation - Per Payroll Period Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

47

415 Compensation/Includible Compensation - Year to Date Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

48

Plan Compensation - Per Payroll Period Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

49

Plan Compensation - Year to Date Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

50

Plan Excluded Compensation - Per Payroll Period Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

51

Excluded Plan Compensation - Year to Date Basis

 

Implied 2 decimals
Numeric Padding to handle negatives

52

Excluded Class Type

 

<20HRS = Less than 20 Hrs/Week
NBENE = Non=Benefitting Employee
POOL = Pooled
STUDNT = Student
FPER = Employed by For Profit Employer
OTHPLN =  Eligible for another 403B plan
PDT = Post Doctoral Trainee

53

Non Resident Alien

 

Y = Yes
N = No

54

Union ID

 

 

55

Union Indicator

 

Y = Yes
N = No

56

Employment Sub Type

 

Employment Status = A, Y or E:
O - Original (default)
R - Rehired
Employment Status = R:
N - Normal (default)    
E - Early        
P - Postponed
Employment Status = T:
V - Voluntary    
I - Involuntary
Employment Status = L:
A - Approved – paid (default)      
U - Approved – Unpaid
F - Family Medical Leave Act     
M - Military

57

Gross Compensation  - Per Payroll

 

Implied 2 decimals

58

Gross Compensation - Year to Date Basis

 

Implied 2 decimals

59

Advisor Location

 

 

60

HR Area

 

Provided by Corebridge if applicable

61

Employment Status Location

 

 

62

Job Title

 

 

63

Employee Pay Type

 

H = Hourly
S = Salary
C = Commissions

64

Employee Type

 

AS = Associate
AT = Attorney
RS = Resident                 
NU = Nurse
PH = Physician                
FD = Food Service Employee
PR = Professors              
SP = Superintendent
PL = Principal                   
TC = Teachers
ST = Substitute Teacher 
AD = Administration

65

Employee Classification Code

 

SEA = Seasonal       
TEMP = Temporary    
ADJ = Adjunct
CONT = Contractor  
LEAS = Leased          
CASU = Casual
TING = Contingent   
INTR = Intern             
ONCL = On=Call
PERD = PerDiem     
PRN = PRN

66

Key Employee Code

 

Y = Yes
N = No

67

Officer Code

 

Y = Yes
N = No

68

Owner Code

 

Y = Yes
N = No

69

Owner Percent

 

A = Ascendant
D = Descendant
S = Spouse

71

Defined Benefit End Date

 

MMDDYYYY

72

Plan Participant Status

 

G = Participating
E = Eligible
I = Inactive
N = Not Eligible
S = Suspended

73

Job Function

 

 

74

Position Level

 

 

75

Department Name

 

 

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