New to the 401KPORTAL - PowerPoint PPT Presentation

Title: New to the 401KPORTAL


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New to the 401KPORTAL?

• 10 Steps for Getting Started

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Go to http//401kportal.com
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Set up an Account
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• Click on New Provider
• Enter your registration information
• Click on Next when completed

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Check for credit info verification
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Enter the Portal
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Create a Sponsor
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• Click on Sponsor Admin
• Add Sponsor Information
• Note Sponsor information is carried forward when
  you set up a plan. You can set up several
  different types of plans for the same sponsor.

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Sponsor Admin Button
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Asterisk denotes required field
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Create a Plan
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• Click on New Plan
• Select the type of plan
• Complete or Quick

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New Plan Button
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New Plan form to be completed by entering plan
specific information for this sponsor.
Scroll through and complete each section
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Enter Data for All Screens
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• Note The 401K Portal offers several
  pre-defined plans called Quick plans.
  Descriptions of these plans may be found in the
  Help function. You can use these pre-defined
  default plans as a starting point and then edit
  the entries as appropriate.

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Edit a Plan
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Getting Help
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• Click on Help to view online manual

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Type a keyword!
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Getting Help
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• Click on Help to view online manual

• Question Specific Help
• - double-click on question

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Question Specific Help -access by clicking on the
question for help
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Getting Help
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• Click on Help to view online manual
• Question Specific Help
• double-click on question

• Review FAQs

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Still cant find the answer?
Submit An FAQ!
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Enter your question and email address.
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Check Entries
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• Click on Output. Select your plan
• System Runs a Check

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If there are inconsistencies detected between
screens, you will not be able to order documents
for the plan!
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Use this link to go back to the screen and make
the corrections!
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Create a Document
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• Select desired output and click on Continue

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Download Acrobat Reader for free!
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Print a Document
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• Processing takes a few seconds
• Click on the link when processing is completed.
• Print your document to a local printer

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Save a Document
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• Click on the link when processing is completed.
• Click on the Save Icon on the Acrobat toolbar

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Print or Save As your own file
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Re-Cap

• 1. Create an Account
• 2. Enter the Portal
• 3. Create a Sponsor
• 4. Create a Plan
• 5. Enter Data for all screens
• 6. Edit a Plan
• 7. Use the Help function
• 8. Create a Document(s)
• 9. Print Document(s)
• 10. Save Document(s)