Express Enrollment

The fastest way to enroll.

The Express Enrollment Path allows eligible employees to enroll with just a few clicks. Target busy participants who are short on time, financially savvy participants who are more independent, and anyone looking for a faster way to enroll.

Request a Demo

Participants can interact anytime, anywhere

Perfect for experienced investors

Concisely presents plan options

Option to switch to the Guided experience anytime

Customize Express Enrollment to each plan’s specifics.

  • Default contribution amount
  • Plan contribution limit
  • Tailored investment types and funds
  • Necessary disclaimers and disclosures
  • Allow participants to select beneficiaries
  • Provide important documents, such as the summary plan description