Code Groups
On a Principal Integration, this Code Group is used for Pretax Contributions.
What is DI_Contrib?
Email address for Retirement Partner Initial contact.
What is
PTS_PayrollBridge@retirementpartner.com?
cc1name
What is Cost Center 1 Name?
What we use to clone new Company IDs?
Principal = Banking info
What is BANKID #_BankID?
On a Securian Integration, this Code Group is used for Roth Contributions.
What is SEC_POSTTAX?
Vendor that we send employees with matching Routing and Acct #s from the CL5.
What is Rapid Pay?
RFT, RPT, SNL are samples of these.
What is Employment Type?
sFTP
What is Secure File Transfer Protocol?
VOYA = required CL5 for recordType
What is DI_RECTYPE INGWIN6?
On a John Hancock Integration, this Code Group is used to map to JH Field LoanAmt.
What is DI_Loan?
Minimum Age to be Eligible for 401k
What is 21?
This controls which employees are included/excluded from the file, outside of the default function.
What is an Employee Shared Filter?
[#coName#]_[#co#]_[#planid#]_[#dt:yyyyMMdd#].csv
What is an Output File name?
An employee shared filter CL5 exclusive to Mass Mutual.
What is DI_MMFILTER?
This Code Group determines the 401(k) Eligible Compensation.
What is 401(k) Eearns?
Individual Retirement Account
What is IRA?
A manual filter process that clients can use to exclude employees from the file.
What is a Custom Checkbox?
Decryption Password
What is "twinkie"?
A string consisting of: Plan ID:Filter Name: Filter Type
What is DI_FILTERS?
This Code Group allows us to exclude Hours in a Schwab integration.
What is DI_HOURS?
Qualified Non-Elective Contribution
What is QNEC?
Independent Contractor Payments made from 2020 onwards.
What is 1099-NEC?
9022, 22, 21 10022 are samples of these.
What is a Port?
Fidelity = to include employee IDs in the file.
What is DI_Inc_02E?