How can we help you today?

Search our knowledge base for answers to common questions

  • There are no suggestions because the search field is empty.

Guides for Recordkeeper Admins

Adding Additional Users
Approving Divisions
Deactivating a Plan's Integration
Download Payroll Files from the Payroll Integrations Website.
Loan Mapping
Navigating the Payroll Integrations Portal as a Recordkeeper Admin
Plan Sponsor Invitation Process Guide
Run Payroll - Production and Test Files
Running Backfill
Running Compliance Reports
Sync Deferral Rates and Loans
Troubleshooting
Updating Plan and Division Information