Simply Sponsor Resources Category: 2. Plan Setup

Implementation Process (plans without TPA)

Gunter Johannes / 15 Mar 2022

Learn the process for setting up the 401(k) plan, including the roles and responsibilities for plan sponsors and Ubiquity throughout the process.

Implementation Process (plans managed by TPA)

Gunter Johannes / 15 Mar 2022

Learn the process for setting up the 401(k) plan, including roles and responsibilities for clients, TPAs and Ubiquity throughout the process.

Plan Sponsor Add/Remove Form

Gunter Johannes / 15 Mar 2022

Please use this form to add, remove, change a plan’s sponsor(s), including adding payroll vendors and external payroll contacts, e.g., Bookkeeper, CPA, etc.

INSTRUCTIONS: How to Add Employees to Your New 401(k) Plan

Gunter Johannes / 15 Mar 2022

Once the 401(k) plan has been configured and activated, employees’ information needs to be added to the plan to be able to process their contributions.

INSTRUCTIONS: How to Add Sponsors to Census video

Gunter Johannes / 15 Mar 2022

Learn how to enter Sponsors to your plan

Contribution Settings Guide

Gunter Johannes / 15 Mar 2022

Learn how to configure your settings to ensure the Employer Contribution options on the Report Contributions and Annual Contribution pages match the plan provisions found in your plan document.

INSTRUCTIONS: Payroll Setup Checklist and Glossary

Gunter Johannes / 14 Mar 2022

Instructions for how to set up the 401(k) plan to accept payroll contributions, including sections on frequently asked questions and payroll glossary.

INSTRUCTIONS: Setting Up 401(k) Deductions in your Payroll Provider’s System.

Gunter Johannes / 11 Mar 2022

Learn general tips on how to configure select, common payroll systems to accept 401(k) contributions.