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Simply Sponsor Resources Category: 4. Enrollment

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 not managed by a TPA.

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.

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.

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.

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

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

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.

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.

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© 2022 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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