Where can I find my onboarding tasks?
To get your plan up and running, you’ll need to complete a series of onboarding tasks.
- Log in to your Betterment at Work account
- Click Onboarding in the left-hand navigation menu
- 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?
- Click Start task next to the item
- Complete the required steps. This may include filling out forms, confirming data, or uploading documents
- 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.
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