Plan Setup Overview
The Onboarding Process
We understand there are a lot of demands on your time, and you want to spend as little time on administrative tasks as possible. Our digital platform streamlines setup and ongoing maintenance of your plan, making it as effortless as possible.
Your group retirement plan can be set up in a matter of a few days - for ease, we recommend scheduling employee enrollment around your normal payroll cycle, which generally means it's a 4-8 week journey from start to up-and-running.
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 two steps:
Employee onboarding is all about education and getting your team to sign up to the plan. To support this stage, you'll need to:
Payroll setup for contributions
Making plan contributions directly from your payroll requires you to share some payroll details to ensure we're allocating the right funds to the right employee account. To set up payroll, follow these two steps:
You’ll receive emails about plan alerts, changes, new features and announcements.
We'll provide all the materials you need to announce and educate your team about the benefits of the plan, including a demo of how to enroll.
Direct access to customer support
You’ll always have direct access to a member of our customer success team.
Ensuring members understand the benefits of saving for their future and helping them get the most out of their plan is our top priority. In addition to the team education provided during plan onboarding, we provide members with:
Our online support articles, blogs and product videos give members on-demand access to information, education materials, FAQs, and more.
Even though the self-serve enrollment is quite intuitive, some people feel more comfortable with a guided approach. Upon request, we’re able to help employees set up their accounts and walk them through things like making transfers from their existing TFSA/RRSP accounts.
All members will see in-app suggestions and feature alerts.