Overview: An overview of the 401k Export page in OnPay, including save formats and included/excluded employee information.
The Retirement Export page allows for customization of CSV or tab separated files created by the system. Many 401k providers specify a particular format for data submitted to them. The 401k export allows the employer to drag items from columns for what the provider wants to be included in the file. Use the filters to select the date range. If changes occur click Update to reflect them in the data. Setting the correct date format is important. OnPay allows two formats to be saved for later use.