2 - Add employees to your plan
Adding employees to the plan
Determine which employees are eligible to participate
Only full-time or part-time employees can participate in your plan. Any individual who is paid under contract, on a fee for service basis or other arrangement (e.g., gig worker) is not eligible to participate through an employer arrangement.
Adding employees for the first time
In order for us to set up the plan for your team, we will require some employee information.
- Download the employee.xlsx template
- Populate and submit the file
Note: If you have a custom plan design (e.g. groups of employees with different contribution matches), we will provide you with a custom employee template file.
Adding or removing employees after launch
To add or remove employees in the event of a new hire, temporary leave, termination, retirement or death, follow these steps.
All member data will be protected and used only for the purposes of plan administration. This includes enrollment: to verify an enrolled member is an employee of your organization and to send plan enrollment communications, employment status: to update the employment status of employees (e.g., new hire / terminated / date of change) and payroll: to track payroll details for employees (e.g., employment start date).