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 OneAmerica moov
This article describes how to configure a client for the Standard 401k to OneAmerica 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 OneAmerica moov to your account by [f…
03-Apr-2024
How to configure a moov for PrismHR to Xero
This article describes how to configure a moov for the PrismHR premier integration to send data to Xero. Before you can integrate the PrismHR premier integration, you will first need to have the premier integration set up on your account. If you have not set up the premier integration, please [Contact Us][1]. Connect…
20-Nov-2023
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
How to clone a moov configuration
This article describes how to clone an existing moov configuration. Cloning a moov configuration allows you to create a new moov configuration from an existing one while retaining some information. What is Cloned The following aspects of a moov configuration will be retained when cloning the moov configuration: *…
10-Jan-2024
How to configure a Principal IPP Format moov
This article describes how to configure a client for the Standard 401k to Principal IPP Format 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 Principal IPP Format moov t…
15-Feb-2024
How to apply Replace/Remove transformation rules
This article describes how to use the Replace/Remove transformation rules to either replace an existing value or remove a value from a field. detamoov offers 5 Replace/Remove rule variations to allow for more flexibility when you need to replace or remove a value. These rules include: [Replace/Remove exact value usi…
11-Mar-2024
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
