How_do_I_create_an_export_file_and_print_the_state_retirement_report_ID_for_Empower_Idaho_2025.05_

How do I create an export file and print the state retirement report (ID) for Empower? (Idaho) (2025.05)

Creating a export file is necessary for several reasons: 

  • Data format comparability. Convert the retirement report into a format that Empower can read and process correctly. 

  • Data mapping. The export file allows for precise mapping of your data (for example, employee contributions, earnings, and other retirement plan details) to the specific fields that Empower expects. This ensures all necessary information is included and formatted according to their system's requirements. 

  • Regulatory compliance. The state retirement report needs to meet specific regulatory or reporting standards. Exporting the report into a standardized format ensures compliance with these rules, allow Empower to process the information correctly, maintain accurate records, and submit the necessary reports. 

 

 

The report definition for creating the Empower export file is included in the 2025.05 release.  

 

 

Printing the state retirement report for Empower

1. Open Connect Payroll > State Reports > State Retirement Report. 

2. Select the report definition for printing the state retirement report for Empower. 

Example: State Retirement Report (ID) - Empower File

If you use the State Retirement Report (ID) - Empower File [Caselle Master] report definition, you will need to set up the report before you print it. [More]

3. Enter the report date range. 

4. To generate the report, click Print Preview  (CTRL+Q).

Why is a warning message asking if the reporting dates have changed since the data was converted? The warning message is a safety check to make sure you intended to change the reporting range. If you meant to change the reporting range, clicking Yes will generate a new report. If the new reporting range is a mistake, you will have an opportunity to fix it. 

  • Clicking Yes will confirm the new date range and generate a new report. You should review the new report (Review tab), and then click Print Preview (CTRL+Q) to create the export file.  

  • Clicking No will use the dates from the Review tab to create the export file. 

 

5. Review the report data (Review tab).

Note: You may need to click Refresh  to view the latest changes to the report data.   

 

Carefully review the report data, make sure

  • all employees with Choice 401(k) Plan are include.

  • reporting columns and amounts are correct. 

 

6. Create the export file and print the report.

  • Verify the export file name (State Reporting tab > Export Settings tab). Include the path and file name. [More]

  • Click Print Preview  (CTRL+Q) to create the export file. The export file is saved in the directory for the file name. 

 

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Empower - State retirement reporting (Idaho)

      Set up the state retirement report (ID) to report 401(k) amounts to Empower. This change supports the requirements of the Federal Secure 2.0 Act of 2022, including new eligibility requirements for 401(k) plans. The 401(k) contributions will be routed ...

    • How do I submit a test file to Empower? (Idaho) (2025.05)

      Here's a general guide for submitting a test file to Empower. Reasons why it's important to submit a test file Validate file format and structure. The test file is used to verify your export file meets their exact technical specs. If not, their ...

    • Alaska (AK) State Retirement Report

      Use the Alaska (AK) State Retirement Report to report wages for pay period reporting. You can use the state retirement report to print the stater retirement report, create the electronic file, and edit the electronic file. What's new 2025.02 release. ...

    • How do I create a state retirement report and transfer file for a prior period?

      Use the instructions to create a state retirement report and transfer file that have already been created for a prior period. Creating a state retirement report and transfer file for a prior period 1. Open Connect Payroll > State Reports > State ...

    • Arizona (AZ) State Retirement Report

      Use the Arizona (AZ) State Retirement Report to report wages for pay period reporting. You can use the state retirement report to print the stater retirement report, create the electronic file, and edit the electronic file. What's new? 2022.02. ...