Online enrollment and onboarding experience
We made enhancements to the online enrollment and onboarding experience to make retirement planning easier and faster for participants.
New online enrollment experience
Participants will benefit from a more streamlined enrollment experience in which they can complete the process in just 10 minutes or less.
Quick links to your plan’s specific enrollment process bypassing navigation and plan/pay center selection steps.
Online registration now occurs as the initial step allowing the participant to easily return later to complete enrollment.
Seamless experience makes it easier for participants to enroll using a preselected investment option and contribution rate.
New onboarding experience
We’ve introduced an engaging onboarding experience to continuously guide participants on their journey after enrolling.
A new tailored experience designed to further engage new enrollees to take important next steps toward electing beneficiaries, adjusting contributions and reviewing investment options.
New user-friendly pathways provide education and helpful tools such as
My Investment Planner and Paycheck
Impact Calculator.
The new progress tracker on the Account Summary page provides ongoing reminders of actions the participant needs to take to continue their onboarding journey.