Export to Plan Connect: Contributions Standard

Modified on Wed, Mar 8, 2023 at 10:03 AM

Columns and how the data is computed:

Column

Sample Value

Source of Data

Social Security Number12-34-5678Demographics Tab
First NameChristopherDemographics Tab
Last NameZinnDemographics Tab
403(b) Pre-tax1,500.00Pay History Tab: Amount of deductions in class 200 (TSA/Shelter) Tax Shelter Types: 403b or 403b payout.
403(b) Roth1,500.00Pay History Tab: Amount of deductions in class 255 (Roth) Tax Shelter Types: 403b or 403b payout.
457(b) Pre-tax1,500.00Pay History Tab: Amount of deductions in class 200 (TSA/Shelter) Tax Shelter Types: 457b
457(b) Roth1,500.00Pay History Tab: Amount of deductions in class 255 (Roth) Tax Shelter Types: 457b

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