Onboarding Task Tracker

We designed our Task Tracker to help you provide us with the documents and information we need to onboard your plan. You can even invite teammates to help you complete the steps. The sooner you complete the Task Tracker, the faster we can onboard your plan and give your employees a superior retirement plan experience. We receive an alert when the Tracker is completed so that we can set up your alignment call and finish the onboarding process. Of course, you can reach out to us anytime at clientsuccess@vestwell.com.

• Onboarding Task Tracker Video Walkthrough
• Task Tracker Overview
• Company Information
• Administration
• Payroll Setup
• Payment Setup
• Add Employees (Company Census)
• Inviting Other Administrative Users
• Preparing For Your Alignment Call With Vestwell