Join a call with your plan Installation Team
Your assigned installation team is your main point of contact and project manager during onboarding and sets up this initial call to:
- Review any outstanding items from the plan design phase, and any changes in available investment options since you made your investment choices
- Orient you to the next phase of onboarding and the cadence of tasks and communications you can expect
Register for your plan website
Your plan website is where you'll handle ongoing administration of your plan.
- Following the initial call, you’ll receive an email from employerweb@retsupport.com with a link to register your account. Please register your account within 48 hours of receiving the link, otherwise, the link will expire.
Share employee census information with us
Your installation team will explain which employee census information is required and how to provide it.
- Add all necessary data using the Census Template.
- Be sure to include employee workplace email addresses. This assists us with delivering plan-related communications to your employees.
- For details on the requested information, refer to the Census Instructions.
- Send this sensitive data via our secure messaging system.
- Following your initial call, your installation team will send you an email from this system; to access it, you'll need to set up an account.
- Once logged in, reply to your installation team's email with the files and it will be secure.
Share plan notices with employees
Your Mutual of Omaha team will provide you with the disclosures and instruction for distribution.
Sign plan documents
You have signed your plan documents in Docusign. You may move to step 6.
We're preparing all the transition-related plan documents and agreements you need to review and sign.
- Your installation team will let you know when they're ready to review, and you'll receive an email from Document Delivery (Sertifi), our electronic signature site, that will include a link to access the documents.
- Your installation team will also deliver additional agreements or documents required for any optional services selected for your plan.
Get your employees enrolled!
Your Mutual of Omaha New Business Consultant will provide you with enrollment guides and instructions for enrollment.
Host an education session
The most effective way to help ensure employees join the plan is to host an enrollment education session and walk them through how to enroll online. If you are working with a financial advisor, they may be able to help you lead this.
Before the education session:
-
- Share this Employee Website Registration Guide with employees
for details about how to access and use their digital resources, from account registration through retirement outlook and planning.
- Share this Employee Website Registration Guide with employees
Join a call with your payroll consultant
During this call, your dedicated payroll consultant reviews everything you need to know to get set up for payroll and can assist you in choosing your submission method.
- Before the call, your coordinator will send you an Automated Clearing House (ACH) agreement via DocuSign. Please fill it out and include the banking details used to debit and fund the plan.
Go Live
Your plan installation is complete and the plan is officially live! Your employees can access the employee website, READYSAVETM mobile app, and Participant Services.
- Your installation team notifies you and provides you with flyers to share with participants to announce the plan is live and remind them how to access their account online.
- You will receive a link to a confidential survey about the installation process, including the quality of your installation team, meeting deadlines and deliverables, and your overall experience. Your feedback helps us identify the strengths of the onboarding process and where we can improve—and is a valued element of our commitment of service to you and other employers.
Meet your Client Service Team
Your Client Service Team, who will support you in running your plan going forward, contacts you for introductions and a demonstration of your plan website.
Submit your first payroll
Your payroll consultant contacts you when it's time to make your first payroll submission and can walk you through it if you need any assistance.