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