401(K) provider file - LawsonGuru.com - LawsonGuru.com Forums -

Name	Points
Greg Moeller	4184
David Williams	3349
JonA	3288
Kat V	2984
Woozy	1973
Jimmy Chiu	1883
Kwane McNeal	1437
Ragu Raghavan	1348
Roger French	1311
mark.cook	1244

tdwcpa

New Member

Posts: 2

12/28/2022 5:28 PM

Our 401(K) provider, Principal Financial, is requiring us to provide a file weekly with various information like 401(k) deduction, employer match, loan repayments year to date wages and various other static information. I would like to know if there are other Lawson 10 users that may have to provide a similar file to their 401(K) provider and if you are willing to share how you generated this file.

Thanks Tammy Waters

LisaN

Veteran Member

Posts: 53

12/28/2022 6:31 PM

Tammy,
We send that type of information to our retirement vendor. We created a database view and our Interface team uses the results of that view to generate the vendor file. We have a file that sends demographic type data and a file that contains the payroll deductions. The vendor provided a layout for the data and we just map the view results to the layout.
We also use BN531 to load data from the vendor to Lawson; any new contributions and/or changes to the team member's retirement plans.

I hope that helps.

ebmetcalfe

New Member

Posts: 1

1/2/2023 2:39 AM

I created Lawson add-ins that I run and import into an Access database where I have queries I've created that pulls together the info per the vendor's specifications.