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How to: Approve distribution and loan requests
See how to approve distribution and loan requests in this short demo video.
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What to watch next
Plan sponsor dashboard and your personal Betterment account
We'll explain the differences between your plan sponsor dashboard and your personal Betterment account.
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How to: Upload and approve payrolls
See how to upload and approve payroll in this short demo video.
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How to: Manage employee data
See how to manage employee data, including how to add new employees to the plan, update employment status, or change an employee's deferral rate.
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