Note: This third “Plan Launch Call” step will not be visible to certain plans during Digital Onboarding. This includes:
- “Unbundled” plan types such as “Recordkeeping Only” or “Flex” plans
- "Full Consult" plans
- Starter 401(k) plans
The scheduling of the Plan Launch Call will be conducted outside of Digital Onboarding for plans electing for a full plan design consultation and unbundled plans with a TPA. Starter 401(k) plans will not have a Plan Launch Call. Instead of completing this step in the portal, you will automatically be brought to the next section of Digital Onboarding, titled “Payroll and Payment.”
Depending on your plan, you may see a “Plan Launch Call” step during Digital Onboarding. If you see this step, a calendar link to schedule a call with one of our Implementation Specialists will surface.
The purpose of the Plan Launch Call is to review the information requested in the Digital Onboarding experience and discuss the plan's onboarding process in detail with one of our Implementation Specialists.
Please follow the steps below to schedule your Plan Launch Call during Digital Onboarding.
Available times are indicated in blue. Once you have selected your date, select the time you would like to schedule the call. Then click the blue Next button.
Next, you will add your contact information, including your name and email. You can also add guests to the call by selecting the Add Guests button and providing their email addresses. In the last field, please also share any notes or messages that will help prepare for the meeting. Once you have finished filling out this information, please select Schedule Event.
Once you have clicked Schedule Event, you will receive a confirmation message with the call details. You will also receive a confirmation email with the same details, and the option to cancel or reschedule the call. Please click on the link next to either “Cancel” or “Reschedule” to do so.
Once you have finished scheduling your call, you can click Save & Continue to move on to the next step of Digital Onboarding, the “Payroll and Payment” step.
If you have any questions or need assistance during this process, please do not hesitate to reach out to your advisor, your sales representative, or contact us directly.