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Are my employees signed up for the 401(k)?

Published

You can check employee enrollment in two ways:

1. From the employee’s profile:

  • Log in to your Plan Sponsor Dashboard

  • Go to the Employees tab

  • Search for and select the employee’s name

  • Click the Activity tab to view their enrollment status

  • Select the Activity tab to view their 401(k) status

You may see one of the following:

Invited: The employee has received their invite but hasn’t taken action

Not Enrolled: The employee joined but hasn’t made a contribution yet

Enrolled: Their first contribution has settled and their account has a balance

If the employee isn’t enrolled, you may have the option to send a reminder from their profile.

2. Using a report:

  • Go to the Reports section

  • Select the Unclaimed Employees Report to identify employees who haven’t claimed their account

Both methods can help you track enrollment progress and take action if needed.