Field Name

Description

Max size

Required Fields

The following two fields are required for importing client data.

First Name

First name of the client.        

25

Last Name

Last name of the client

25

Calculation Fields

The following fields are used for paycheck calculations. Depending upon the configuration of the Employer File, fields may not be listed (e.g. second qualified plan contributions).

Income

Per paycheck income for the client. If the income from the data file represents more then one paycheck, it may be manipulated on the next page.

Pay Per Year

How many paychecks per year. This field can be used to override the pay per year configured in the Employer File editor. If imported, additional prompts will appear in the import wizard.

Add Income

Any additional income that the client receives. See the Paycheck help for information regarding this field.        

Federal Status

The client's federal filing status. Should be either 'Married' ('M') or 'Single' ('S').

Federal Allow

Number of federal allowances the client is filing if prior to 2020.        

Federal Add Deductions

Additional deductions for withholding.

Federal Multiple Jobs or Spouse Works

Configures the client record Federal withholding to adjust for more than one job or for a working spouse.

Federal W-4 Prior to 2020

Determines if the individual client record's W-4 to be configured prior to 2020.  First letter of value should be a "T" or "F" (for "TRUE" or "FALSE", respectively). Value is not case sensitive. .

Add Federal Tax

Any additional federal tax that the client is paying per paycheck.

State Status

The client's state filing status. Should correspond to the filing status in the Paycheck calculator (either the full name selected on the left of the Paycheck Calculator abbreviation or the right).

State Allow        

Number of state allowances the client is claiming.

Add State Tax

Any additional state tax paid by the client per paycheck.

Local Tax

Local tax values can be imported if, in the employer file, the local tax is configured to prompt for the value. If local taxes are to be imported, the field name will be the name of the local tax entered in the employer file editor with "[LOCAL TAX]" added as a suffix.

Sec 125

Value for the client's total Section 125 contributions.

QualifiedPlan_1_Dollar or QualifiedPlan_1_Percent

Contributions to the primary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the employer file.

Qualified Plan_2_Dollar or Qualified Plan_2_Percent

Contributions to the secondary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the secondary retirement plan in the employer file.

Percent of Income

Assigns the client's percent of income used in the Gap Analysis and Quick Gap calculator (not used in the Participant Gap report).

Employee Class

For custom retirement plans with Employee Class selected as the Profit Sharing Method, this column should match the name of the employee class. This will associate the participant with the class related to the profit sharing rate.

After Tax Deduct

Paycheck reductions on an after tax deduction basis.

Current Balance

Current balance of the participant's qualified plan.

DOB

Client's date of birth.

DOE

Client's date of employment.

Retire Date or Retire Age

Only one may be configured. A default value for retire age may be set on the Defaults page. (Click here to see an example in the Defaults Values page).

DBValue

This is a projected income for an optional defined benefit account. The value may be in today's dollar (and increased annually until retirement) or value at retirement (with no pre-retirement adjustments) as configured in the Participant Gap Analysis Report Configuration Editor's Defined Benefit Account tab. It can only be used in the Participant Gap Analysis Report.

QualifiedPlan_1_RothDollar or QualifiedPlan_1_RothPercent

Contribution to the Roth account.

RothActBalance

Balance for the Roth account.

Gender

Gender of person. First letter of value should be a "F" or "M" (for "female" or "male", respectively). Value is not case sensitive.

UseSS

Determines if Social Security is to be included in the illustration on an individual basis.  First letter of value should be a "T" or "F" (for "TRUE" or "FALSE", respectively). Value is not case sensitive. This imported value affects individual files but is not considered in the Batch Gap calculator.

Act #n Name,

Act #n Balance

Act #n Contribution

Act #n Contribs. per Year

Imports fields for additional accounts. The number of additional accounts is configured on the Data Formats tab.

Note that these additional accounts are not taken into consideration in the Batch Processing reports, but are available in the Quick Gap and Gap Analysis calculators.

AutoInc

Allows for automatic increases to the contribution.

Information Fields

SSN

Social Security Number. May be used to identify client to merge imported data.

11

Address

Client's address.

City

Client's city.

25

State

Client's state. Note that this is their state of residence, and note the state for state tax withholding calculations (that is configured in the employer file).

2

Zip

Client's zip code.

10

Home Phone

Client's home phone number.

20

Mobile Phone

Client's cell phone number.

20

Fax

Client's fax number.

20

Work Phone

Client's work phone number.

20

Email

Client's email address.

30

Spouse Name

Client's spouse's name.

20