Getting Started with Integration

Ready to integrate your 401(k) with your payroll provider?

 Submit the form to get started. Your 401(k) relationship manager will receive an email with a request for authorization that you will need to approve.

 You'll also get a link to connect your payroll system. Please complete this step promptly to avoid delays. It should only take about 10 minutes!

 

Check out our Payroll Partners page to learn more about who we integrate with.

 

Still have questions? Contact Sales!