Run your 401(k) plan with confidence
We’ve designed the plan sponsor experience to feel intuitive and easy to navigate, but questions are bound to come up along the way. Whenever you need support, simply log in to your sponsor dashboard and navigate to the Help tab for contact information.
Our Client Experience team will bring in subject matter experts from our 401(k) Compliance, Investing, or Payroll teams as needed.
Vice President, Client Experience
Sr. Director, 401(k) Compliance
Sr. Director, Investing
Drive employee engagement
During plan onboarding, or when new employees are added to your active plan, we'll reach out to them directly to help get them enrolled. But a nudge from you can go a long way. Here are a few ways to boost employee engagement:
- Share this financial planning hub in any channel you use to communicate with employees, such as an intranet, Slack, Teams, or an email.
- Find our full suite of employee engagement tools in your sponsor dashboard, in the Resources section.
Master common dashboard tasks
There are a few things you’ll be asked to do regularly – so let’s make sure they’re easy to get done! Check out these four short demo videos, highlighting the most common tasks:
- How-to: Add employees
- How-to: Manage deferral rate changes
- How-to: Confirm or remit payroll contributions
- How-to: Approve distributions
Explore your dashboard
Beyond everyday administrative tasks, your dashboard includes advanced features designed to give you greater visibility into your plan and a more seamless management experience. It can help you:
- Manage your sponsor settings. You can edit your profile and email preferences here.
- Update plan settings. Adjust who has access to your plan and update billing methods here.
- Run reports. Your dashboard can run more than a dozen reports to help you dig into the details of your plan. Check out this one-pager to learn what they’re each about and log in here to try them out.
There’s an annual compliance cycle to 401(k) plans. Here’s an infographic that illustrates what you can expect each quarter.
Help us make the 401(k) experience better
As our name suggests, we are all about doing things better. One way we do this is by asking for your feedback, typically via surveys or on the vendor search site, G2. Each response is carefully read by our leadership team and helps shape future improvements across areas like product, support, and engagement.
