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Showing articles from moovs tag

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  followi…

Connect to Xero

This article describes how you can create a connection to a Xero account to allow the import of files using detamoov. 1. Adopt the Xero moov If you have not already done so, you will need to adopt the Xero moov to your account.  Click the moovs option in the left-hand menu and then click the ADD button …

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) mo…

How to configure a CUNA Mutual moov

This article describes how to configure a client for the Standard 401k to CUNA Mutual 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 CUNA Mutual moov to your account…

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/…

How to configure a Sentinel Group moov

This article describes how to configure a client for the Standard 401k to Sentinel 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 Sentinel Group moov to your a…

How to configure a Blue Star moov

This article describes how to configure a client for the Standard 401k to Blue Star 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 Blue Star moov to your account…

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  f…

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  fol…

Add a moov configuration

This article describes how to create a moov configuration for your client. To add a moov configuration click on the moovs option on the lefthand side menu and then click on the moov your client is set up with. If you have not yet adopted a moov, please see the Add a moov definition to your account article. …

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