FAQ 990: Importer--What investment platforms can be imported?


What investment platforms can be imported to ASC and what kind of file should we download?


Instructions for Importer are found in Chapter 5 of the DC_401k Training Manual under Help-Manuals or download from our website.
The listing of all of the investment platforms to be imported as of 7/15/2015 is as follows:

Generic - file type csv (use for any not listed)
American Funds - csv and pas2
Ascensus - .txt
Cigna - .txt
Fascore - various, pas2
Greatwest - various, pas2
Guardian Life - .txt
Hartford Life (now Mass Mutual) - TRAC .dat
VOYA - Omni .fi1, Aces begins with ph or gh
John Hancock - TED file .TXT
Kemper - .txt
Lincoln Life - Activity import save xls to .txt
MFS - .dat or .txt
Mass Mutual - .txt
Nationwide - .txt
OneAmerica - .csv
Pan American - .dat
Principal - .csv use TPA Edge
Transamerica - .csv