A Simpler Digital Onboarding Experience for your Retirement Plan
It's easier than ever to get started with your retirement plan. Watch this short video to see how Ascensus' digital retirement plan onboarding experience is designed to help simplify plan setup through a convenient online process.
Simplify Plan Setup: See how our convenient online retirement plan setup experience is built to help reduce paperwork and simplify the process.
Know What to Expect: Clear prompts and guided questions help you understand what information may be needed, reducing onboarding complexity.
A Better Way to Begin: See how digital onboarding helps make getting started with your retirement plan more intuitive from the very beginning.
Start your retirement plan with less complexity
As you focus on running your business, setting up your retirement plan shouldn't mean managing stacks of paperwork. Whether you're working with a financial professional or setting up your plan on your own, Ascensus’ digital onboarding experience is designed to guide you through key steps of plan setup, from providing business information to signing plan documents.
Need to step away? You can return and pick up where you left off. Depending on your plan type, you may also be able to invite other plan contacts to help complete parts of onboarding.
With clear guidance throughout the experience, you'll know what's needed, what comes next, and how to continue moving through the setup process
What to expect from the digital onboarding experience
Watch the video for a high-level look at the Ascensus digital retirement plan onboarding experience and how it helps simplify the process of getting your retirement plan established.
The digital onboarding experience is designed to help you:
Provide business, employee, and plan information through guided questions
Review and sign required documents electronically
Understand what information may be needed during plan setup
Help prepare your plan to accept contributions
The goal is simple: make getting started easier. Once you've submitted your information, the Ascensus onboarding team will review everything and follow up if any additional information is needed to continue the setup process.
Explore Ascensus retirement plans
Looking for more information about retirement solutions for your business? Explore our retirement plan options and resources to learn how Ascensus supports employers throughout the life of their plan.