Managing Onboarding Tasks

Where can I find my onboarding tasks?

To get your plan up and running, you’ll need to complete a series of onboarding tasks.

  1. Log in to your Betterment at Work account
  2. Click Onboarding in the left-hand navigation menu
  3. Tasks are organized into two sections:
    • Ready for you to complete: Tasks you can take action on now
    • Not ready for you to start: Tasks that will unlock as prerequisites are completed

What kinds of onboarding tasks might appear?

 Tasks may include:

  • Telling us about your company (e.g., legal entity details)
  • Adding a bank account for payroll contributions
  • Providing beneficial ownership or control person details
  • Send your deconversion paperwork to your prior provider
  • Sign your 401(k) plan document
  • Connecting your payroll provider (e.g., Rippling)
  • Invite your employees
  • Confirm you have a Fidelity Bond
  • Approving your first payroll

You may also see messages like a launch date delay if a deadline is missed.

How do I complete a task?

  1. Click Start task next to the item
  2. Complete the required steps. This may include filling out forms, confirming data, or uploading documents
  3. Once done, the task will move to the “Completed tasks” section, and your progress tracker will update

How can I track my progress?

You’ll see a tracker on the right side of the screen showing how many tasks are completed (e.g., 1/10). Completing all tasks is necessary to launch your plan.

Need help or have questions about your onboarding?

Your plan’s dedicated contact is listed in Resources > Support in the left-hand menu.