Join a call with your plan installation contact (IC).

Your IC is your main point of contact and project manager during onboarding and sets up this initial call to:

• Review any outstanding items from the plan design phase
• Orient you to the next phase of onboarding and the cadence of tasks and communications you can expect

Register for your plan website.

Your plan website is where you'll handle the ongoing administration of your plan.

• Following the initial call, you'll receive an email from donotreply@activity.ascensus.com with a link to register your account. Please register your account within 72 hours of receiving the link, otherwise the link will expire.

Share employee census information with us.

Now you'll review the census file you provided to your IC during onboarding. You'll be able to make updates and provide any new hire information before we generate the participant accounts.

• Be sure to include employee workplace email addresses. This helps us deliver plan-related communications to your employees.
• For details on the requested information, refer to the census instructions.
• Send this sensitive data via our secure messaging system.
  • Following your initial call, your IC will send you an email from this system. To access it, you'll need to set up an account.
  • Once logged in, replying to your IC's email with the files will be secure.

Share plan notices with employees.

Ascensus will generate the appropriate required disclosures and notices for the employees.

• Ascensus will mail out all other required disclosures and notices to addresses on file.

Sign plan documents.

We're preparing all the transition-related plan documents and agreements you need to review and sign.

• Your IC will let you know when they're ready to review, and you'll receive an email from Document Delivery (Sertifi), our electronic signature site, that will include a link to access the documents.
• Your IC will also deliver additional agreements or documents required for any optional services selected for your plan.

Get your employees enrolled.

Your employees can begin to join the plan.

• Your IC will email digital enrollment guides for you to send to your employees.
• Employees will have two weeks to take action before the enrollment window closes in advance of your first payroll submission.

Host an education session

The most effective way to help ensure employees join the plan is to host an enrollment education session and walk them through how to enroll online. Our team of education consultants can be available to help you lead this.

Before the education session:

• • Share enrollment material provided by your IC with employees
    for details about how to access and use their digital resources, from account registration through plan options.
  • Advertise your education session with this enrollment session flyer

Join a call with your payroll consultant.

During this call, your dedicated payroll consultant reviews everything you need to know to get set up for payroll and can assist you in choosing your submission method.

• Before the call, your coordinator will send you an Automated Clearing House (ACH) agreement via DocuSign. Please fill it out and include the banking details used to debit and fund the plan.

Go live.

Your plan installation is complete and the plan is officially live! Your employees can access the employee website and our participant services team.

• Your IC provides you with flyers to share with participants to announce the plan is live and remind them how to access their account online.
• You will receive a link to a confidential survey about the installation process, including the quality of your IC, meeting deadlines and deliverables, and your overall experience. Your feedback helps Ascensus identify the strengths of the onboarding process and where we can improve—and is a valued element of our commitment of service to you and other employers.

Meet your client service team.

Your client service team, who will support you in managing your plan going forward, contacts you for introductions and a demonstration of your plan website.

Submit your first payroll.

Your payroll consultant contacts you when it's time to make your first payroll submission and can walk you through it if you need any assistance.