Standard 401k to Flexible Benefit Systems

Travis Viall

Jun 01, 2023

This article will describe the file transformation that has been created in detamoov to transform the standard 401k file format to the Flexible Benefit Systems file specification. This transformation is used in a detamoov integration with Flexible Benefit Systems

Source File	Destination file
Standard 401k	Flexible Benefit Systems

File Specifications

File Type Generated	CSV
Header Row(s) Generated	Yes
Footer Row(s) Generated	No
End of Row Character	CRLF
File Naming Generated	[Plan].csv

Field Mappings

The table below details the specific field mapping and transformation rules applied to ensure the Flexible Benefit Systems payroll Contribution csv format is created correctly from the standard 401k format.

Body

Flexible Benefit Systems	Standard 401k Field Name	Field Size	Details
PLAN ID	PLAN ID
SSN	SSN		Use format SSN transformation rule
Last Name	LAST NAME		Use ToProperCase Transformation rule
First Name	FIRST NAME		Use ToTitleCase Transformation rule
MI	MIDDLE NAME/INITIAL
Birth Dt	DOB		MM/DD/YYYY
Hire Dt	Hire Date		MM/DD/YYYY
Rehire Dt	REHIRE DATE		MM/DD/YYYY
Term Dt	TERMINATION DATE		MM/DD/YYYY
Address 1	ADDRESS LINE 1
Address 2	ADDRESS LINE 2
City	CITY
State	STATE
Zip Code	ZIP		Use the Format Zip Code transformation rule
Email	EMAIL
Check Date	PAYROLE CHECK DATE		MM/DD/YYYY
Cur Wages	CURRENT PAY PERIOD GROSS PAY		##########.##
Cur Pre-Tax 401k Ded	CURRENT PAYROLL EMPLOYEE PRETAX CONTRIBUTION		##########.##
Cur Roth 401k Ded	CURRENT PAYROLL EMPLOYEE ROTH CONTRIBUTION		##########.##
Cur Co Match	SUM: CURRENT PAYROLL MATCH CONTRIBUTION, CURRENT PAYROLL SAFE HARBOR NON ELECTIVE, CURRENT PAYROLL SAFE EMPLOYER MATCH		##########.##
Cur 491k Loan Ded	SUM: 401K LOAN 1 REPAYMENT, 401K LOAN 2 REPAYMENT		##########.##
Hours	CURRENT PAY PERIOD HOURS WORKED		##.##

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