Simply Sponsor Resources Category: 4. Enrollment

Plan Overview + Account Setup Guide (plans managed by TPA)

Gunter Johannes / 17 May 2022

Please send this guide to employees to help them understand their plan’s provisions, and how to set up their new 401(k) plan. Note: this guide is only for plans managed by a TPA.

INSTRUCTIONS: Account Setup Guide Only (plans not managed by TPA)

Gunter Johannes / 17 May 2022

Please send this guide to employees to help them familiarize with how to set up their new 401(k) plan. Note: this guide is only for plans not managed by a TPA.

INSTRUCTIONS: Account Setup Guide Only (plans managed by TPA)

Gunter Johannes / 17 May 2022

Please send this guide to employees to help them familiarize with how to set up their new 401(k) plan. Note: this guide is only for plans managed by a TPA.

INSTRUCTIONS: Employee Self-enrollment Process

Gunter Johannes / 11 Mar 2022

Once employees are entered into your plan, they will receive a link to self-enroll. See their self-enrollment process.

Employee Enrollment Presentation for Plans with Auto Enrollment (plans not managed by TPA)

Gunter Johannes / 11 Mar 2022

Description of plan provisions and steps for employee to self-enroll for plans with auto-enrollment.

Employee Enrollment Presentation for Plans without Auto Enrollment (plans not managed by TPA)

Gunter Johannes / 11 Mar 2022

Description of plan provisions and steps for employee to self-enroll for plans without auto-enrollment.

Employee Enrollment Presentation for Plans with Auto Enrollment (plans managed by TPA)

Gunter Johannes / 11 Mar 2022

For plans managed through a Third Party Administrator (TPA), this presentation has a description of plan provisions and steps for employee to self-enroll for plans with auto-enrollment.

Employee Enrollment Presentation for Plans without Auto Enrollment (plans managed by TPA)

Gunter Johannes / 11 Mar 2022

For plans managed through a Third Party Administrator (TPA), this presentation has a description of plan provisions and steps for employee to self-enroll for plans without auto-enrollment.