Your assigned installation contact (IC) is your main point of contact and project manager during onboarding and sets up this initial call to:

• Orient you to the next phase of onboarding and the cadence of tasks and communications you can expect

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

• Following the initial call, you'll receive an email from support@vanguard403bservices.com with a link to register your account. Please register your account within 72 hours of receiving the link, otherwise the link will expire.

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

• Your IC 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.
• Your IC will also deliver additional agreements or documents required for any optional services selected for your plan.

Your employees can begin to join the plan.

• Your IC will email digital plan 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.

Host an education session

The most effective way to help ensure employees join the plan is to host an enrollment education session and walk them through how to enroll online. If you are working with a financial advisor, they may be able to help you lead this. An enrollment webinar with our education specialist can be arranged for a fee. Please contact your IC for additional information.

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.

• To prepare for this call, please complete the Automated Clearing House agreement that your IC provided to you via DocuSign.

Your plan installation is complete and the plan is officially live! Your employees can access the employee website and our Participant Service Center.

• Your IC provides you with flyers to share with participants announcing the plan is live and reminding them how to access their account online.
• You will receive a link to a confidential survey about the installation process, including the quality of your IC, meeting deadlines and deliverables, and your overall experience. Your feedback helps Ascensus identify the strengths of the onboarding process and where we can improve—and is a valued element of our commitment of service to you and other employers.

Your dedicated Vanguard 403(b) Client Services team will support you in managing your plan going forward. Your IC will provide you with contact information when your installation is complete.

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.