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.
- Discover the Common Wealth Plan
- What to expect when onboarding with Common Wealth
- What kind of support is available to me?
- Plan Setup Overview
- Step 1 - Complete setup tasks
- Step 2 - Schedule education session
- Step 3 - Announce the plan
- Step 4 - Preparing your plan for administration
- Step 5 - Set up contributions in your payroll
- Step 6 - Run your payroll & submit the register