Employers

Plan Setup

• Plan Setup Overview
• 1 - Complete setup tasks
• 2 - Schedule employee education
• 3 - Announce the plan
• 4 - Add employees to your plan
• HUMI: Adding employees to your plan

See all 17 articles

Plan Maintenance

• Maintenance Overview
• How to make contributions each pay cycle
• How to adjust your payroll when employee contributions change
• How to add or remove employees from the plan
• How to move plan members to a new employee group
• How do I get an enrollment email resent to an employee?

Employee Communications

• Announce, invite, remind and offboard templates

Employer Dashboard

• Employer Dashboard Overview
• Creating your Employer Dashboard account
• Can I have multiple users or share my Employer Dashboard account?
• How do I reset my Employer Dashboard password?

Payroll

• QuickBooks integration

• Your payroll implementation checklist
• Can I upload multiple pay periods in the same file?
• What happens if I miss a payroll or forget to upload my register?
• How to make catch-up payment or retroactive adjustments
• Avoiding CRA Penalties
• Setting up contributions and deductions with your payroll provider

See all 10 articles

TFSA/RRSP/DPSP Contributions

• How can an employee adjust their contributions?
• RRSP Reminder Templates for Employees

Fees

• How are employee fees collected?
• What do the plan fees cover?
• Do the fees include taxes?
• How will I know what our employer fees are?

Eligibility

• Who is eligible to join the plan?
• Can a recent immigrant or U.S. citizen become a plan member?

Investments

• What is the plan's policy on ESG or responsible investing?

TFSA/RRSP/DPSP Withdrawals

• Can members withdraw their funds out of the plan, even while they are still active employees?
• How do restrictions and vesting work?

Taxes & Annual Reporting

• Year-end tax reporting
• What are the employer's tax reporting responsibilities?

Portability

• What happens when an employee leaves our organization?