Removing the 90-Day Start Date for Ascensus Retirement moov in detamoov
Follow these steps to remove the 90-day start date for the Standard 401k to Ascensus moov in detamoov. Each step includes a screenshot to guide you through the process. Step 1: Navigate to the moovs Menu * On the left-hand navigation panel, click on the moovs menu item. Step 2: Select the Ascensus moov * I…
30-Sep-2024
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 pl…
24-Jan-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, …
12-Oct-2023
Adding output override values
Plan Number, Contract Number, Employer ID, Division Number, Location Code - are examples of fields required by some retirement providers which vary based on the employer/plan/contract you're sending them data on. A retirement provider may say: For Joe's Bakery - the Plan Number is 11111 and Division Number is 03. …
09-May-2023
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 . Conne…
01-Aug-2024
How to configure a Mutual Of America Premier moov
This article describes how to configure a client for the Standard 401k to Mutual Of America Premier 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 Mutual Of America …
28-May-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 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 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 b…
03-Apr-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 t…
15-Feb-2024
