Onboarding and Plan Setup
Everything you need to set up and configure your Common Wealth group retirement plan.
- 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