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Paychex / Stifel 401k Onboarding
1
Transcript
Dashboard
Introduction
Paychex / Stifel 401k Onboarding
Overview of Paychex/Stifel 401k Onboarding Process
Confirm Start Date
Walkthrough of the Paychex Dashboard for Setting Up Individual Accounts
FAQs and Support
Piggy Bank - Retirement Contributions
Default Investments - Target Date
Common Questions and Support Resources for Paychex/Stifel 401k Onboarding
Customer Support
Common Questions
Confirmation
Contribution Selection
Available customer support resources and contact information
Addressing frequently asked questions about the onboarding process
Review and confirmation of account setup
Selecting contribution options for 401k accounts
My Retirement - Balance, Performance, Fund Fact Sheet
Rollovers
My Pay - Flex Account Needed
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