How do I add employees to our retirement plan?

You can add employees to your retirement plan with 3 easy steps:

STEP 1: Adding Employees

Plan Participant Onboarding Step 1 v1

STEP 2: Employee Enrollment

Plan Participant Onboarding Step 2 v1

* NOTE: As the plan administrator, you need to also email employees the welcome letter and summary plan description from the document center.

STEP 3: Add Employee to CPD

Plan Participant Onboarding Step 3 v1