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