Join a call with us

The purpose of the call will be to:

• Review any outstanding items from the plan design phase, and any changes in available investment options since you made your investment choices
• Orient you to the next phase of onboarding and the cadence of tasks and communications you can expect

Register for your plan website

Your plan website is where you'll handle ongoing administration of your plan.

• Following the initial call, you’ll receive an email from Bell Bank Support (donotreply@bellbanksretirement.com) with a link to register your account. Please register your account within 72 hours of receiving the link, otherwise the link will expire.

Share employee census information with us

We will explain which employee census information is required and how to provide it.

• Add all necessary data using the Census Template.
  • Be sure to include employee workplace email addresses. This assists us with delivering plan-related communications to your employees.
  • For details on the requested information, refer to the Census Instructions.
  • If your plan is using actual hours to track eligibility, this flyer provides helpful information on Secure 2.0 Long Term Part Time (LTPT) provisions.
• Send this sensitive data via our secure messaging system.
  • Following your initial call, we will send you an email from this system; to access it, you'll need to set up an account.
  • Once logged in, reply to our email with the files and it will be secure.

Share plan notices with employees

We're generating everything you’ll need to share required disclosures and notices with your employees.

• We will send you instructions for accessing and, if applicable, delivering them to all eligible employees.

Sign plan documents

We're preparing all the transition-related plan documents and agreements you need to review and sign.

• We will let you know when they're ready to review, and you'll receive an email from Document Delivery (Sertifi), our electronic signature site, that will include a link to access the documents.
• We will also deliver additional agreements or documents required for any optional services selected for your plan.

Get your employees enrolled!

Your employees can begin to join the plan.

• We will email digital enrollment guides for you to send to your employees.
• Employees will have two weeks to take action before the enrollment window closes in advance of your first payroll submission.

Join a call with your payroll consultant

During this call, your dedicated payroll consultant reviews everything you need to know to get set up for payroll and can assist you in choosing your submission method.

• Before the call, your coordinator will send you an Automated Clearing House (ACH) agreement via DocuSign. Please fill it out and include the banking details used to debit and fund the plan.

Go Live

Your plan installation is complete and the plan is officially live! Your employees can access the employee website, READYSAVE^TM mobile app, and Participant Services.

• We notify you and provide you with flyers to share with participants to announce the plan is live and remind them how to access their account online.

Meet your Ascensus Client Service Team

Your Ascensus Client Service Team, who will support you in the day-to-day operations of your plan going forward, contacts you for introductions and a demonstration of your plan website.

Submit your first payroll

Your payroll consultant contacts you when it's time to make your first payroll submission and can walk you through it if you need any assistance.