Skip to main content

Notifications

Microsoft Dynamics SL (Archived)

401k Trasmission File + Principal Financial Group

(0) ShareShare
ReportReport
Posted on by 1,350

Are there any SL users out there that are sending a 401k transmission file from Solomon (SL) to the Principal Financial Group.  We have recently switched to Principal and their file format is different than what we were currently sending.  We are hoping someone might be able to share their existing file format with us.  Thanks!  Dave Simon dsimon@jmt.com

*This post is locked for comments

  • RedStorm Profile Picture
    RedStorm 1,350 on at
    Re: 401k Trasmission File + Principal Financial Group

    Carolyn:  My understanding and experience with 401k providers is that they usually have a website of some sort where you can go to and they provide some sort of mechanism for you upload your transmission file (a text file usually).  

    We are looking at a solution from ISIS that assists with 401k transmission files (I know it creates the file -but I'm not sure if you still have to go out to a website or not to deliver it?).  

    We are also looking at developing our own solution (we already had a low-end solution developed for our former 401k provider but the requirements for this new provider are different).  

    In our existing (expriring) solution our IT group had to run the 401k job for Accounting!  Kind of a pain, but it worked.

  • Re: 401k Trasmission File + Principal Financial Group

    Hi RedStorm,

    We are not aware of how you are sending this file in SL.  Can you give us some details?

  • RedStorm Profile Picture
    RedStorm 1,350 on at
    Re: 401k Trasmission File + Principal Financial Group

    Should read "Transmission File" not "Trasmission File".  Thank you! :-)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans