New to the 401KPORTAL? 10 Steps for Getting Started

Go to:

Set up an Account Click on New Provider Enter your registration information Click on Next when completed 1

Check for credit info verification

Enter the Portal 2

Create a Sponsor 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. 3

Sponsor Admin Button

Asterisk denotes required field

Create a Plan Click on New Plan Select the type of plan –Complete or Quick 4

New Plan Button

New Plan form to be completed by entering plan specific information for this sponsor. Scroll through and complete each section

Enter Data for All Screens 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. 5

Edit a Plan 5

Getting Help Click on Help to view online manual 6

Type a keyword!

Getting Help Click on Help to view online manual 6 Question Specific Help - double-click on question

Question Specific Help -access by clicking on the question for help

Getting Help Click on Help to view online manual Question Specific Help –double-click on question 6 Review FAQs

Still can’t find the answer? Submit An FAQ!

Enter your question and address.

Check Entries Click on Output. Select your plan System Runs a Check 7

If there are inconsistencies detected between screens, you will not be able to order documents for the plan!

Use this link to go back to the screen and make the corrections!

Create a Document Select desired output and click on Continue 8

Download Acrobat Reader for free!

Print a Document Processing takes a few seconds Click on the link when processing is completed. Print your document to a local printer 9

Save a Document Click on the link when processing is completed. Click on the Save Icon on the Acrobat toolbar 10

Print or Save As your own file

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)