How it works: 

Retirement plan enrollment

 

A process that’s easy and flexible

Automated emails, eligibility tracking and flexible options make enrollment easy.

For conversions and new plans, we offer a template that plan sponsors can use to welcome employees to the plan.

 

Things to do:

 

• Remind plan sponsors to provide employee email addresses for enrollment notifications
 

• Schedule an enrollment meeting

 

 

We can send email notifications to employees when they’re eligible to enroll.

 

Things to do:

 

• Remind plan sponsors to provide plan and participant information for eligibility tracking

 

Use your client’s customized educational website to help lead an enrollment meeting.

 

Things to do:

 

• Get your client’s educational website address via the PlanPremier® PartnerLink or RecordkeeperDirect® plan sponsor website

 

• Review the plan FAQs on the educational website 

 

Enrollment is fast and easy with our PlanPremier and RecordkeeperDirect websites and apps.

 

Things to do:

 

• Follow up with employees to answer questions and help boost the enrollment rate

 

• Collect enrollment forms (if applicable)

Beyond enrollment: Build your practice with ICanRetire®

Our digital participant engagement program is designed to help participants take control of their financial future and add value for plan sponsors. See how ICanRetire can help give you a competitive advantage.

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