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Employers

Plan Setup
  • Plan Setup Overview
  • 1 - Authorize Payments
  • 2 - Add employees to your plan
  • 3 - Schedule employee education
  • 4 - Announce the plan
  • 5 - Set up your payroll
See all 8 articles

Plan Maintenance
  • Maintenance Overview
  • How to make contributions each pay cycle
  • How to adjust your payroll when employee contributions change
  • How to add or remove employees from the plan

Employer Dashboard
  • Employer Dashboard Overview
  • Creating your Employer Dashboard account
  • How do I reset my Employer Dashboard password?
  • Can I have multiple users or share my Employer Dashboard account?

Eligibility
  • Who is eligible to join the plan?
  • Can a recent immigrant or U.S. citizen become a plan member?

Fees
  • How are employee fees collected?
  • What do the plan fees cover?
  • Do the fees include taxes?
  • How will I know what our employer fees are?

Payroll
  • Your payroll implementation checklist
  • Can I upload multiple pay periods in the same file?
  • What happens if I miss a payroll or forget to upload my register?
  • How to make catch-up payment or retroactive adjustments
  • When to include contributions when applying payroll benefits
  • Avoiding CRA penalties
See all 10 articles

Investments
  • What is the plan's policy on ESG or responsible investing?

Withdrawals
  • Can members withdraw their funds out of the plan, even while they are still active employees?

Taxes
  • Year end tax reporting
  • What are the employer's tax reporting responsibilities?

Portability
  • What happens when an employee leaves our organization?

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