Getting Started
Your Advisor Portal
How Do I and FAQs
- 401(k) Plan Deposits: Payroll Deduction Process Explained
- The Many Benefits of Two-Factor Authentication
- How Do I Request A Plan Amendment?
- Fees (Advisor Intake Form)
- How Do I Request A Fund Lineup Change?
- Two-Factor Authentication on Your Advisor Portal
Payroll and Integrations
- How Do I Change My Pay Group With An Enabled Integration?
- Payroll Integrations - Descriptions and Responsibilities (For Advisors)
- Contribution Submissions - An Overview (For Advisors)
- Payroll File Submission Timelines (For Advisors)
- Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)