Note: This second step of Digital Onboarding will not be visible to “unbundled” plan types such as “Recordkeeping Only” or “Flex” plans. For these “unbundled” plan types, plan design will be discussed with your external Third Party Administrator (TPA). Instead of completing this step in the portal, you will automatically be brought to the next section of Digital Onboarding, titled “Payroll and Payment.”
The “Plan Design” step of Digital Onboarding allows you to select various plan features available to your selected plan that define how your plan will work once it’s live.
You will be presented with a calendar link to schedule your plan design consultation, where you will meet with one of our plan design consultants to walk through your design options:
Schedule Your Plan Design Consultation Call
If you are prompted to schedule a plan design consultation call with one of our plan design consultants, a calendar link will be sent to you. Please select the date and time on the calendar that works best. Available times will be indicated in blue.
Once you have selected your date, choose the time you would like to schedule the call for. Then, select the Next button.
You will be prompted to 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 “Plan Launch Call” step.
If you have any questions or need assistance during this process, please do not hesitate to reach out to your advisor, sales representative, or contact us directly.