Employer
This section provides support articles to help you efficiently manage your group retirement plan. It covers everything from navigating the Employer Dashboard to managing employee details and payroll contributions, offering the resources needed to streamline administrative tasks for smooth operation.
Onboarding and Plan Setup
🚀 Get started with setting up and managing your Common Wealth group retirement plan. This section guides you through onboarding, from initial setup to configuring payroll and getting familiar with the Employer Dashboard.
Employee Communications
📢 Simplify your employee communications with customizable email templates for every stage of your retirement plan. Keep your team informed and engaged with minimal effort.
Navigating Your Employer Dashboard
🖥️ This section guides you through using your Employer Dashboard, from setting up your account to managing contributions and accessing reports. Streamline your group retirement plan administration with these essential tools and features.
Employee Maintenance
👥 Learn how to stay on top of your group retirement savings plan by managing key employee related administrative tasks, such as adding new members, reporting terminations, and updating employee groups to keep your plan current.
Payroll and Contributions Support
💰 This section provides guidance on managing payroll processes and reporting contributions in the Common Wealth Plan. It covers setup, troubleshooting, and best practices, ensuring smooth and accurate contributions reporting.
Integrations
🔗 This section provides articles on the unique processes for employee management, payroll, and contribution uploads for integrated programs like Quickbooks and HUMI.
Taxes & Annual Reporting
📅 Information on how to handle taxable benefits, report contributions for TFSA, RRSP, and DPSP on employee tax slips, and meet annual reporting requirements to ensure compliance with CRA guidelines.
Fees
🧾 This section offers an overview of how fees are managed within the plan, including collection methods, what the fees cover, and any related tax information.
Employee Withdrawals
💵 Learn about how and when members can withdraw funds from their plan, including details on restrictions, vesting, and withdrawal options while still employed.