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

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

Solution: 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 3/1/2024 is as follows: Generic - file type csv (use for any not listed) - a few have programmed for this one such as Aspire, Expert Plans, Scudder or ADP, Fidelity (see FAQ2189) American Funds - RD-csv and PlanPremier-pas2 Ascensus - .txt (using Quicklink for ASC) [Mutual of Omaha, Vanguard, Fisher Investments, State Farm, ShareBuilder and Goldman Sachs] Cigna - .txt Fascore - various, pas2 Empower - various, pas2 Guardian Life - .txt VOYA - EASE (xls file and save tab 4) as a TXT John Hancock - TED file .TXT and Open Architecture Kemper - .txt Lincoln Life - Activity import save xls to .txt and Alliance MFS - .dat or .txt Nationwide - .txt (See American Funds csv for post 2023 file downloads) FAQ 2186 OneAmerica - .csv Pan American - .dat Principal - .csv use TPA Edge Transamerica - .csv The Standard - Enterprise - .csv T.Rowe Price - txt