Administration

The second section of the Task Tracker is the Administration section. Here you will inform us of your authorized signer as well as the email accessibility of your plan. 

Administration Section Video Walkthrough

Tell Us About the Authorized Signer Of Your Plan Agreements

Under the administration portion you will need to submit the signer’s information by entering their first name, last name and email address.

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Regarding your Employee's Access To Email

The section for email access is asking whether or not your employees currently have access to computers and email addresses. If for some reason some of your employees do not, paper correspondence will be available but will require more administrative work on your end. If most or all of your employees do not use email, Vestwell may not be a good fit in the end as we are a digital-first platform.

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Click Save and Continue to move to the next section 'Payroll Setup'.