Employers

Plan Setup

• Plan Setup Overview
• 1 - Authorize Payments
• 2 - Add employees to your plan
• 3 - Schedule employee education
• 4 - Announce the plan
• 5 - Set up your payroll

See all 8 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

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?

HUMI Payroll Integration

• 1 - Setting up benefits
• 2 - Using custom reports
• 3 - Payroll instructions
• 4 - Submitting your payroll report

Payroll

• 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 11 articles

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

• What are the employer's tax reporting responsibilities?

Portability

• What happens when an employee leaves our organization?