Wells Fargo

To set up the Wells Fargo retirement export, complete these fields as required. See also: Exporting Retirement Contributions.

Field

Description

File Type

The retirement export file type. Read-only field. This is Contribution.

Plan ID

Plan ID, opens the Select Plan selector. For example, 401K can be the plan ID and plan name. Leave this field blank to select all plans.

Start/End Pay Date

Starting and ending pay dates. For example, 7/24/20 and 7/31/20. Required field.

Clients

Select a client ID (leave blank for all clients). The Select Client Window opens. You can:

• Click Client ID and select a client from the list (the selection appears in the Selected Clients list).
• Search for a client ID or name.
• Select a service type, employer, or status.

Click Done when you are finished with client selection. The Client ID and Client Name are filled in for each selection you made.

Participants Flag

Determines what information is included in the export file. Options are:

• Participants Only - Includes 401K plan participants.
• Participants/Eligible - Includes plan participants and those employees that are eligible to be plan participants.