This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Leading Retirement Solutions file specifications. This transformation is used in a detamoov integration with Leading Retirement Solutions.
| Source File | Destination file |
| Standard 401k | Leading Retirement Solutions |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | Yes |
| Footer Row(s) Generated | No |
| End of Row Character |
CRLF |
| File Naming Generated |
Test: [Plan Name]_[Check Date in YYYYMMDDHHMMSS]_YYYYMMDDHHMMSSFFF_TEST.csv Prod:[Plan Name]_[Check Date in YYYYMMDDHHMMSS]_YYYYMMDDHHMMSSFFF.csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Leading Retirement Solutions csv format is created correctly from the standard 401k format.
|
Field |
LRS Field Name |
Standard 401k Field Name |
Details |
|
1 |
Client EIN/ID |
COMPANY EIN |
|
|
2 |
Division |
|
Field override if required |
|
3 |
SS # |
SSN |
Numeric only |
|
4 |
Last Name |
LAST NAME |
|
|
5 |
First Name |
FIRST NAME |
|
|
6 |
Middle Initial |
MIDDLE NAME/INTITIAL |
|
|
7 |
Total Compensation for the pay period |
CURRENT PAY PERIOD GROSS PAY |
|
|
8 |
Total Hours Worked for the pay period |
CURRENT PAY PERIOD HOURS WORKED |
|
|
9 |
Pre Tax Deferrals |
CURRENT PAYROLL EMPLOYEE PRETAX CONTRIBUTION |
|
|
10 |
Roth Elective Deferrals for the pay period |
CURRENT PAYROLL EMPLOYEE ROTH CONTRIBUTION |
|
|
11 |
Contribution Match for the pay period |
CURRENT PAYROLL EMPLOYER MATCH CONTRIBUTION |
|
|
12 |
Profit Sharing Contributions |
CURRENT PAYROLL NON ELECTIVE CONTRIBUTION |
|
|
13 |
Loan Repayment |
401K LOAN 1 REPAYMENT |
|
|
14 |
loan repayment #2 |
401K LOAN 2 REPAYMENT |
|
|
15 |
loan repayment #3 |
|
|
|
16 |
loan repayment #4 |
|
|
|
17 |
loan repayment #5 |
|
|
|
18 |
Address |
ADDRESS LINE 1 |
|
|
19 |
Address2 |
ADDRESS LINE 2 |
|
|
20 |
City |
CITY |
|
|
21 |
State |
STATE |
|
|
22 |
Zip Code |
ZIP |
5-digit zip required |
|
23 |
Phone Number |
PHONE |
Numeric only |
|
24 |
|
|
|
|
25 |
Date of Birth |
DOB |
MM/DD/YYYY |
|
26 |
Hire Date |
HIRE DATE |
MM/DD/YYYY |
|
27 |
Term Date |
TERMINATION DATE |
MM/DD/YYYY |
|
28 |
Rehire Date |
REHIRE DATE |
MM/DD/YYYY |
|
29 |
pay period start |
PAY PERIOD START DATE |
MM/DD/YYYY |
|
30 |
pay period end |
PAY PERIOD END DATE |
MM/DD/YYYY |
|
31 |
pay date |
PAYROLL CHECK DATE |
MM/DD/YYYY |
