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Start The Process

Process at a Glance

Step 1: Get In Touch

Contact a member of our sales team to receive additional information and get started.

Step 2: Register Plan Sponsors

Plan Sponsors complete the Plan Establishment Guide (PEG) and register.

Step 3: Enroll Participants

Plan Sponsors enroll participants.

Step 4: Access Accounts

Plan Sponsors and Participants will be given access to the Plan Sponsor and Participant portals.

Have questions? Contact a member of our sales team.