Guidelines for Loading Benefits and Pensions 403 (b) and 457 (b) Calculation Cards
Benefits and Pensions cards are created for every employee who has elected to participate in a plan to deduct pension contributions from wages.
Even if you're updating an existing calculation card and the calculation card itself isn't being updated, include the calculation card record to group other related data supplied in the file.
Benefits and Pensions Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| SourceSystemId | CardSequence, PayrollRelationshipNumber, DirCardDefinitionName, LegislativeDataGroupName | A unique identifier for the Benefits and Pension calculation card. For new calculation card supply the source key attributes. You can also identify calculation cards with the user key attributes. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the calculation card. |
| DirCardDefinitionName | N/A | The name of the card definition. Specify Benefits and Pensions. |
| CardSeqeunce | N/A |
A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. Not required when source keys are used. |
| PayrollRelationshipNumber(SourceSystemId) | N/A | The number that identifies the employee’s payroll relationship. |
| EffectiveStartDate | N/A | The start date of the calculation card. |
Examples of supplying these attributes are included in the card component sections.