Generic Enrollment Guide (Auto enroll)

A helpful guide for plans with Automatic Enrollment on the benefits of the Plan, online access, auto enrollment and much more.

View

How to Enroll - Auto Enrollment

Learn more about how to enroll in the Plan.

View

Auto Enrollment Opt-Out Flyer

Easy-to-follow steps to opt-out of automatic enrollment.

View

How to Enroll - Auto Enrollment (Spanish)

Learn more about how to enroll in the Plan.

View

How to Enroll - Non Auto Enrollment (English)

Learn more about how to enroll in the Plan.

View

Automatic Enrollment

Overview of the automatic enrollment feature and how it can help increase plan participation.

View

Auto Enrollment Unwind Flyer

Easy-to-follow steps to make changes to your auto enrollment and request refund of contributions.

View

Auto Enrollment Email Template

Use this template to communicate auto enrollment to your worksite employees.

View

Auto Enrollment Credit Flyer

Overview of tax credit available for plans that have an automatic enrollment feature.

View

Auto Enrollment Highlights Flyer

An overview of Auto Enrollment.

View