How to configure a TIAA moov
For every client/plan you configure to transfer to TIAA, transformation overrides are required since each TIAA plan requires different data elements and different values. We've built our standard 401k to TIAA transformation to handle every situation that may be required. To continue with configuring your client's plan…
24-Jan-2024
How to configure a T. Rowe Price (SS&C) moov
This article describes how to configure a client for the Standard 401k to T. Rowe Price (SS&C) 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 T. Rowe Price (SS&C) moov t…
15-Feb-2024
Xero - using Tracking Categories in an IIF (tab delimited) moov
This article describes how to use the CLASS and LOCATION fields in an IIF file to map to Tracking Categories in Xero. Mapping the IIF CLASS Field In this example, we will use a Xero Tracking Category called 'Benefit' that has the following Tracking Category options: Retirement Tax In the IIF file below, we have t…
12-Oct-2023
How to configure an EPARS moov
This article describes how to configure a client for the Standard 401k to EPARS 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 EPARS moov to your account by [following t…
15-Feb-2024
My created moov is not showing in my moovs
Have you created your own moov, but you are not seeing it when you access your moovs section? This article will describe how you can ensure that the moov is accessible after it has been created. Publish the moov First, you will want to make sure that you have published the moov so that it is accessible in your moovs…
01-Jun-2023
How to configure an American Funds/Capital Group moov
This article describes how to configure a client for the Standard 401k to American Funds/Capital Group 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 American Funds/Capi…
15-Feb-2024
How to configure a TCG moov
This article describes how to configure a client for the Standard 401k to TCG 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 TCG moov to your account by [following these…
15-Feb-2024
How to configure a PCS moov
This article describes how to configure a client for the Standard 401k to PCS 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 PCS moov to your account by [following these…
15-Feb-2024
How to configure a Wespath moov
This article describes how to configure a client for the Standard 401k to Wespath 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 Wespath moov to your account by [followi…
15-Feb-2024
How to configure an Ameritas moov
This article describes how to configure a client for the Standard 401k to Ameritas 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 Ameritas moov to your account by [follo…
15-Feb-2024
