Step 4 - Preparing your plan for administration

Create your Employer Dashboard account

At the same time your employees are sent their enrolment link, an enrolment link will also be sent providing you access to the Employer Dashboard and the Employer Dashboard Quickstart Guide.

Employer Dashboard

The Employer Dashboard simplifies the setup and management of your group retirement savings plan. It allows you to efficiently handle tasks like adding, removing, or updating plan members, reporting contributions, and viewing employee contribution requests, all in one place.

Create Your Employer Dashboard Account

Employer Dashboard Quickstart Guide

Our Quickstart Guide provides a comprehensive walk-through of the Employer Dashboard to help make administering your group retirement plan a breeze.

Access the Employer Dashboard Quickstart Guide