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Common Wealth
Employers
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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?