This section will provide an overview of the onboarding steps. We will schedule a kickoff call to walk you through each step of the process, so you know what to expect. To get started, complete these three steps:
Step 1 - Complete set up tasks
Step 2 - Schedule education session
Step 4 - Preparing your plan for administration
Step 5 - Set up contributions in your payroll
Step 6 - Run payroll & submit the register
If you need support during the onboarding process, we're here to help! Check out this article to learn more about the support options available to you.