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Managing Tasks in the Plan Sponsor Dashboard

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Where can I find my tasks?

You can view your outstanding tasks from the left-hand menu in your Betterment at Work dashboard.

  1. Log in to your Betterment at Work account.

  2. From the left-hand navigation panel, click Tasks.

  3. You’ll see a categorized list of items, such as Payroll or 401(k) plan, depending on what actions are required.

Each task will have a label (like “Set up your payroll integration” or “Annual documents & QDIA requiring review”). Click on a task to see what’s needed.

What kinds of tasks might appear?

Tasks may include actions like:

  • Setting up or updating your payroll integration

  • Adding new eligible 401(k) participants

  • Reviewing or downloading annual plan documents

  • Confirming plan elections or settings

  • Completing the compliance questionnaire

How do I complete or clear a task?

To complete a task:

  1. Click the task from the list.

  2. Follow the instructions. This may include things like filling out a form, confirming a change, or downloading a document.

  3. Once completed, the task will automatically disappear from your list.

Still seeing a task after completing it?

Try these steps:

  • Refresh your browser.

  • Double-check that all required steps were completed.

  • If the task remains, reach out to our support team for help.

Looking for onboarding tasks instead?

If you’re in the onboarding process, tasks like adding a bank account or providing company details appear on the Onboarding page, not the general task list. You can find a separate guide for onboarding tasks here.