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Plan Service Center Administration > Plan Sevice Center File Transfer Layouts
Here are the details on Plan Service Center file transfer layouts:
You can simplify updates and contributions by creating a report file from your payroll system. Each pay period, this file can facilitate mass transfer of data and minimize your manual input. To get a list of what type of data you'll need and field specifications for each file transmission, choose from the list below.
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1. new group/mass add — for employers new to the program to quickly add their employee census data (addresses, birth dates, hire dates, etc.)
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2. Payroll Data Interchange (PDI) — for ongoing use of the full range of Plan Service Center online functions: mass updating of payroll data; processing contributions; tracking compliance and vesting information
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3. PDI, no contributions — for handling payroll updates, compliance and vesting records separately from ongoing contributions (typically used by large employers)
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4. contributions only — for submitting participant contribution amounts without address or compliance data
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5. updates/contributions only — for updating employee census information and processing contributions; does not include compliance or vesting information (usually used by employers who contract with an outside vendor for these functions)
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6. takeover vesting service years — updates our system for vesting years and percent vested
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7. country codes — abbreviations you'll need for employees who reside outside of the United States
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