To register for the program, the first step is to create a unique user ID and password.
What pieces of information do I need to register as an administrator for my company’s retirement portal?
To start registering for your retirement portal, you will need:
- The EIN of the company (the EIN is your business's IRS-issued tax ID number)
- The access code provided in the invitation to register
- A valid email address
How do I start the registration process?
As an eligible employer, you can register in two different ways:
-
Access Code: Register through the program’s public-facing registration page using an access code.
- Note: Typically, the first administrator to register their account will do so using an access code.
- Email Invitation: Register through an email invitation.
Where do I register for my company’s retirement portal?
Employer Verification
Navigate to the program’s home page and select the option to register.
On the "Employer Verification" screen, enter your business’s EIN and access code, then click Begin.
If you don't know your business's EIN, please contact the person responsible for financial matters in your company.
Note: If the correct access code is entered with an incorrect EIN 3 times during verification, the registration will be locked after the third attempt. If you don't know your access code, your invite has expired, or your combination of EIN and access code does not allow you to proceed to the next step, please contact us directly for assistance.
Program Election
Next, you will be prompted to confirm whether you want to register your business or certify your exemption. Select Register my business to continue.
Register My Business
1. Register
The first step of registration is to enter the email address you want to use to log in. Once you have done so, select Continue.
2. Account Setup
Next, your login information will be verified. If an account associated with your login email already exists, you will be prompted to “Connect Accounts.” If an account associated with your login email does not exist, you will be prompted to “Create Account.”
Connect Accounts
If your login email is associated with an existing account, simply enter the account password and select Connect Accounts. Once registered, you will be able to access both accounts from a single login.
Note: If you can't remember your password, you can always use the Forgot Your Password? button. Doing so will trigger a password reset link to be sent to your registration email.
Create Account
If an account associated with your login email does not exist, you will be prompted to set up a new account. To do so, create and confirm your password. Then, select Create Account.
Note: Please make sure your password complies with the program’s requirements.
3. Platform Terms of Use
Once registration is complete, you can log in to the portal. Upon login, you will be required to read and agree to the platform's terms of use.
Email Invitation
After an administrator has registered for the program, the employer or admins can invite additional users to aid the employer. This can be done through the "Manage Admin Team" tab.
An email invite will be sent with a link to register. Once the Register Now button is selected, users will be directed to follow the registration steps.
Note: Email invitations expire after 20 days.
After registration and sign in, you can begin onboarding your company to the program from your employer dashboard. You'll also receive an email confirming your user registration.
Next time you want to access the program portal, be sure to select the Sign in button. You will then be prompted to enter your user ID and password.
Please note: Only the very first administrator will follow this user registration process.