PensionPro File Specifications

Last updated: January 23, 2026

Our integration with PensionPro gives TPAs the ability to sync data from Finch into PensionPro. Once the integration is set up, Finch will retrieve the data, format it to the specifications below, and send it to PensionPro via SFTP.

Please note that data availability depends on a few factors:

Permissions that the sponsor provided to Finch during authentication
Usage and availability of the data within the payroll provider (eg. a sponsor may not be populating those fields)
Currently un-mapped fields from the payroll provider into Finch

The file contains the following columns:

File Column Name	Details
First Name	First name of the employee
Last Name	Last name of the employee
Middle Initial	Middle initial of the employee, if available
SSN	SSN of the employee. Note that Finch needs to be able to pull SSNs, which requires specific permissions depending on the provider.
Date of Birth	Date of birth of the employee
Original Date of Hire	First date of hire of the employee at the sponsor
Gender	Male or Female
Date of Separation	Termination date of the employee
Date of Rehire	Latest date of rehire of the employee at the sponsor
Company Division	Pay group that the employee belongs in
Address 1	Address 1 of the employee's resident address
Address 2	Address 2 of the employee's resident address
City	City of the employee's resident address
State	State of the employee's resident address
Zip Code	Zip code of the employee's resident address
Work Email	Work email address of the employee
Personal Email	Personal email address of the employee
Employment Status	Detailed employment status of the employee at the employer
Hours	Total hours worked (cumulative for the year)
Gross Compensation	Gross compensation paid to the employee (cumulative for the year). Includes all earnings (both those marked eligible yes and no in the pay statement mapping). Finch uses the provider's gross compensation value.
Compensation	Total eligible compensation for the employee (cumulative for the year) Any earnings that are marked eligible=yes in the pay statement mapping will be included in this total. Any earnings toggled to eligible = no will not be included.
Pre-Entry Compensation	Sum of all ELIGIBLE earnings BEFORE the employee’s eligibility date
Compensation from Entry Date	Sum of all ELIGIBLE earnings AFTER the employee’s eligibility date
Excluded Compensation	Sum of all INELIGIBLE earnings (cumulative for the year)
Pre-Tax Salary Deferral	Paycheck deferral for pre-tax retirement contributions (cumulative for the year)
Roth Salary Deferral	Paycheck deferral for roth retirement contributions (cumulative for the year)
Pre-Tax Health/125	Paycheck deferral for health or S125 contributions (cumulative for the year)
Employer Match	Employer match on retirement contributions (cumulative for the year)
Safe Harbor Contribution	Safe harbor contributions on the retirement plan (cumulative for the year)
Employer Contribution	Employer contribution to the retirement plan (cumulative for the year)
Bonus	Bonus amounts on the paychecks (cumulative for the year)
Auto Allowance	Auto allowance amounts on the paychecks (cumulative for the year)
Commissions	Commissions amounts on the paychecks (cumulative for the year)
Overtime Compensation	Overtime compensation amounts on the paychecks (cumulative for the year)
Severance Compensation	Severance compensation amounts on the paychecks (cumulative for the year)
Loan Repayments	Loan repayments taken out of the paycheck (cumulative for the year)
Third Party Sick	Third-party sick pay on the paycheck (cumulative for the year)
457 Salary Deferrals	457 salary deferrals on the paycheck (cumulative for the year)
Money Purchase Contributions	Money purchase contributions taken from the paycheck (cumulative for the year)
Safe Harbor Match Contributions	Safe harbor match contributions on the paycheck (cumulative for the year)
Safe Harbor Non-Elective Contributions	Safe harbor non-elective contributions on the paycheck (cumulative for the year)
457 Roth Deferrals	457 salary contributions taken from the paycheck (cumulative for the year)
Employer Roth Match	Employer roth contributions on 401(k), 403(b), and 457 retirement plans
Employer Roth Contribution	Employer roth contributions on the retirement plan besides match (cumulative for the year)