This article describes how to configure a client for the Standard 401k to Leading Retirement Solutions 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 Leading Retirement Solutions moov to your account by following these steps.
Once the Standard 401k to Leading Retirement Solutions moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to Leading Retirement Solutions moov.
The Standard 401k to Leading Retirement Solutions 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 Leading Retirement Solutions.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - the status field is important when configuring a new integration with Leading Retirement Solutions as it provides the correct file name used to send to Leading Retirement Solutions while in their testing phase. 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
Leading Retirement Solutions File Specifications
For more information on the Leading Retirement Solutions file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to Leading Retirement Solutions help page.
If you are a UKG Ready user and an employee was not paid in the current pay period, a field override is needed to provide the Payroll Start Date, Payroll End Date, and Pay Date. detamoov has provided custom fields that take the existing dates from the source file and allow you to apply them to the missing fields.
To provide the override custom fields, locate the Action - Transform step, click the Field Overrides panel, and click the Add button. Then select the appropriate field from the Output Field dropdown, change the Override Type to Custom Field, and then select the Custom field from the dropdown menu as shown below:
Division
A field override is required if the plan is divisional to provide the Leading Retirement Solutions division value. To add a Field Override, locate the Action - Transform step, expand the Field Overrides panel and click the Add button. Then select the appropriate Output field, set the Override Type to Text and enter the Override Value.
To add a Field Override, locate the Action - Transform step, expand the Field Overrides panel and click the Add button. Then select the appropriate Output field, set the Override Type to Text and enter the Override Value.
If you do not store the Leading Retirement Solutions Plan ID in payroll, then a File Name override is required. To override the Name File step, locate the Action - Name File step and toggle the "Use default parameters" off. Then change the Plan ID CUSTOM FIELD Naming Component to TEXT and enter in the Plan ID in the text field.
Note: this will need to be done for both the production and testing file names.
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.
