How to configure an Avantax moov
This article describes how to configure a client for the Standard 401k to Avantax 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 Avantax moov to your account by fol…
19-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 fol…
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 By RegEx …
25-Feb-2025
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 a Prosper moov
This article describes how to configure a client for the Standard 401k to Prosper 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 Prosper moov to your account by fol…
15-Feb-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 configure a Mutual of America moov
This article describes how to configure a client for the Standard 401k to Mutual Of America 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 moov to …
15-Feb-2024
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. …
02-Jun-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) mo…
01-May-2025
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
