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Use your company’s employer view with owner or admin access. If you also participate in a company plan, its member view has different tasks and permissions.

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Choose your product

  • Benefits Admin: record an existing benefit, manage its country contracts, and track eligibility and enrollment. Recording a benefit is separate from buying it from a provider.
  • Retirement Benefits: complete company setup, add eligible members, configure the plan, and review contributions and investments.
  • Deferred Compensation: set up a plan, add participants, submit annual information, and track distributions. After activation, look for your configured plan name in navigation.
  • Flex Rewards: activate rewards, choose recipients and rewards, pay, and track fulfillment.
Only products available to your company appear. Having access to one does not mean your company has all four.

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Prepare your team

Use Invite a team member for one person or Import team members for a CSV. Manage pending invitations explains resending and revocation. Joining the company, being eligible for a benefit, completing enrollment, and receiving a contribution or award are separate steps. Check each product’s member or participant page rather than treating an accepted invitation as completed benefit enrollment.

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If something is missing

Contact support with the product, task, error text, and relevant record reference. Leave passwords, verification codes, payment-card details, and unnecessary employee information out of your message. Before and after setup, use Company information and documents, Update a team member, Manage team access and departures, and Payroll schedules for the shared employer tasks behind these products.