Standard 401k to Lincoln Financial

Travis Viall

Jun 01, 2023

This article will describe the file transformation that has been created in datamoov to transform the standard 401k file format to the Lincoln Financial file specifications. This transformation is used in a detamoov integration with Lincoln Financial.

Source File	Destination file
Standard 401k	Lincoln 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	Production:[PLANID-CUSTOM FIELD]-[DATETIME IN YYYYMMHHMMSS].csv Testing: TEST-[PLANID-CUSTOM FIELD]-[DATETIME IN YYYYMMHHMMSS].csv

Field Mappings

The table below details the specific field mapping and transformation rules applied to ensure the Lincoln Financial Payroll Contribution csv format is created correctly from the standard 401k format.

BODY

Lincoln Financial Field Name	Standard 401k Field Name	Field Size	Details
PAY DATE	PAYROLL CHECK DATE	10	MM/DD/YYYY
LOCATION		20
LOCATION EFFECTIVE START DATE		10	MM/DD/YYYY
LOCATION EFFECTIVE END DATE		10	MM/DD/YYYY
EMPLOYEE ID	EMPLOYEE NUMBER	20
SSN	SSN	11	###-##-#### OR #########
FIRST NAME	FIRST NAME	15
MIDDLE INITIAL	MIDDLE NAME/INITIAL	1
LAST NAME	LAST NAME	20
GENDER	GENDER	1	FEMALE = F MALE = M UNREPORTED = U
MARITAL STATUS	MARITAL STATUS	1	MARRIED = M SINGLE = S DIVORCED - D(ALLIANCE) WIDOWED = W(ALLIANCE)
BIRTH DATE	DOB	10	MM/DD/YYYY
ADDRESS 1	ADDRESS LINE 1	35
ADDRESS 2	ADDRESS LINE 2	35
CITY	CITY	35
STATE	STATE	2
ZIP CODE	ZIP	10	##### OR #####-####
COUNTRY		30	DEFAULT TO USA
FOREIGN ADDRESS INDICATOR		1
PAYROLL FREQUENCY		1	WEEKLY = W BI-WEELY = B SEMI-MONTHLY = S MONTHLY = M
EMPLOYMENT STATUS CODE	EMPLOYMENT STATUS	2
HIRE DATE	HIRE DATE	10	MM/DD/YYYY
MOST RECENT TERM DATE	TERMINATION DATE	10	MM/DD/YYYY
MOST RECENT REHIRE DATE	REHIRE DATE	10	MM/DD/YYYY
LEAVE START DATE		10	MM/DD/YYYY
LEAVE END DATE		10	MM/DD/YYYY
DEPARTMENT		20
DEPARTMENT EFFECTIVE START DATE		10	MM/DD/YYYY
DEPARTMENT EFFECTIVE END DATE		10	MM/DD/YYYY
DIVISION		20
DIVISION EFFECTIVE START DATE		10	MM/DD/YYYY
DIVISION EFFECTIVE END DATE		10	MM/DD/YYYY
EXCLUDED CLASS		1
EXCLUDED CLASS START DATE		10	MM/DD/YYYY
EXCLUDED CLASS END DATE		10	MM/DD/YYYY
EMPLOYEE TYPE		2
EMPLOYEE TYPE EFFECTIVE START DATE		10	MM/DD/YYYY
EMPLOYEE TYPE EFFECTIVE END DATE		10	MM/DD/YYYY
UNION INDICATOR		1
UNION INDICATOR EFFECTIVE START DATE		10	MM/DD/YYYY
UNION INDICATOR EFFECTIVE END DATE		10	MM/DD/YYYY
CLIENT PROVIDED ELIGIBILITY		1
CLIENT PROVIDED ELIGIBILITY EFFECTIVE START DATE		10	MM/DD/YYYY
CLIENT PROVIDED ELIGIBILITY EFFECTIVE END DATE		10	MM/DD/YYYY
PRIMARY PHONE NUMBER	PHONE	12	###-###-#### OR ##########
SECONDARY PHONE NUMBER		12	###-###-#### OR ##########
PRIMARY EMAIL ADDRESS	EMAIL	50
ANNUAL SALARY		12	#########.##
GROSS COMPENSATION	CURRENT PAY PERIOD GROSS PAY	12	#########.##
PLAN COMPENSATION	CURRENT PAY PERIOD GROSS PAY	12	#########.##
HCE INDICATOR	HIGHLY COMPENSATED EMPLOYEE	1	YES = Y NO = N
HOURS	CURRENT PAY PERIOD HOURS WORKED	12	#########.##
(PLAN ID)_EE SALARY DEFERRAL	CURRENT PAYROLL EMPLOYEE PRETAX CONTRIBUTION	10	#######.##
(PLAN ID)-ROTH	CURRENT PAYROLL EMPLOYEE ROTH CONTRIBUTION	10	#######.##
(PLAN ID)_EMPLOYER MATCH	CURRENT PAYROLL EMPLOYER MATCH CONTRIBUTION	10	#######.##
(PLAN ID)_SAFE HARB/SIMP MATCH	CURRENT PAYROLL SAFE HARBOR EMPLOYER MATCH	10	#######.##
(PLAN ID)_SH/SIMPLE NON ELEC	CURRENT PAYROLL SAFE HARBOR NON ELECTIVE	10	#######.##
(PLAN ID)_ER DISCRETIONARY	CURRENT PAYROLL NON ELECTIVE CONTRIBUTION	10	#######.##
(PLAN ID)_FIRST LOAN ID	401K LOAN 1 ID	1
(PLAN ID)_FIRST LOAN REPAYMENT	401K LOAN 1 REPAYMENT	10	#######.##
(PLAN ID)_SECOND LOAN ID	401K LOAN 2 ID	1
(PLAN ID)_SECOND LOAN REPAYMENT	401K LOAN 2 REPAYMENT	10	#######.##
(PLAN ID)_THIRD LOAN ID		1
(PLAN ID)_THIRD LOAN REPAYMENT		10	#######.##
(PLAN ID)_FOURTH LOAN ID		1
(PLAN ID)-FOURTH LOAN REPAYMENT		10	#######.##
(PLAN ID)_FIFTH LOAN ID		1
(PLAN ID)_FIFTH LOAN REPAYMENTS		10	#######.##
(PLAN ID)_SIXTH LOAN ID		1
(PLAN ID)_SIXTH LOAN REPAYMENT		10	#######.##
(PLAN ID)_SEVENTH LOAN ID		1
(PLAN ID)_SEVENTH LOAN REPAYMENT		10	#######.##
(PLAN ID)_EIGHTH LOAN ID		1
(PLAN ID)_EIGHTH LOAN REPAYMENT		10	#######.##
(PLAN ID)_NINTH LOAN ID		1
(PLAN ID)_NINTH LOAN REPAYMENT		10	#######.##
(PLAN ID)_TENTH LOAN ID		1
(PLAN ID)_TENTH LOAN REPAYMENT		10	#######.##

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