The Data Conversion page allows for converting the client's income and the qualified plan percent into the values required by TRAK.
Income Conversion
If the value for the participant's income in the imported data represents more than the income from a single paycheck, enter the number of paychecks that it represents. (This is only enabled if the income field is selected in the Field Association page)/
Converting Section 125 and Qualified Plan Contribution
The Configuration button (at the top right of the window) allows for converting Section 125 and Qualified Plan contributions Because these are untypical, they are hidden by default, To turn these on and check the respective item. The Section 125 conversion is similar to the conversion of income. The Qualified Plan contribution converts the qualified plan contribution as a percent. If the contribution value is imported as a fraction (for example, 5% is imported as 0.05), then it must be converted.
