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 t…
15-Feb-2024
How do I override a transformation on a moov configuration?
A moov configuration for a specific client allows for you to override how the standard transformations work for each field in your file. For example, you may have a plan with John Hancock which requires the Safe Harbor Employer Match value to not go into the normal John Hancock 'SHMAC' field, but rather into the 'ER…
04-Aug-2023
How to configure a KTrade moov
This article describes how to configure a client for the Standard 401k to KTrade 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 KTrade moov to your account by follo…
14-Aug-2024
Add an approver to a moov step
This article describes how you can add an approval to a moov step. This will ensure that the moov execution does not continue until it has been approved. NOTE: the step the approval is placed on will execute and then the moov execution will be paused until it is approved by the user. If you wish to pause the…
09-Aug-2023
How to set a delay on the Data File trigger step of a moov configuration
This article will describe how to set a delay on the Data File Trigger step to allow data tied to the same moov configuration to be merged into a single file. Key Notes/FAQ's for file merging 1. File merging will only work when data received is tied to the same moov configuration (file name starts with / file name …
13-Jul-2023
How to configure The Standard moov
This article describes how to configure a client for the Standard 401k to The Standard 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 The Standard moov to your accou…
01-Jul-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 t…
30-May-2024
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…
15-Feb-2024
How to configure a Human Interest Payroll moov
This article describes how to configure a client for the Standard 401k to Human Interest Payroll 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 Human Interest Payrol…
23-Jul-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) mo…
15-Feb-2024
