With Tolerisk, you have the ability to create Employer Plans as a component of Tolerisk 401k.
To create a new plan -
- Head to the "Employer Plans" tab.
- Select the "Create New Plan" button on the top right side of the site and enter a Plan Name and Company Name.
- Customize your plan by choosing a custom model set and choosing a percentage of the company contribution. You can edit this settings at any time. (Keep in mind that if you do not assign an allocation model to the Employer Plan, you will see an error message.)
- Next you are able to send a link to the participant, allowing them to fill out their assessment on their own.
The video below will walk you through the steps highlighted above -