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A company owner or admin completes retirement setup. Use your company’s employer view. Retirement Benefits must be available to your company.

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Start or resume setup

  1. Open Module Store and find Retirement Benefits.
  2. Select Enroll, or Continue Enrollment if setup has already started.
  3. Complete Company Details. Then complete Business Information when it becomes available.
  4. Follow the checklist for Beneficial Ownership, Upload KYC Documents, and Verify Registrant Identity. Supply the information and documents requested for your company.
  5. When available, select Review application. Check the summary, then select Submit application for review.
If a checklist item is already complete, review its status before trying to enter it again.

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After the first review

The checklist shows which steps are waiting for Redii’s review. Bank Connection and Team Members become available after that review. Follow the instructions shown for your company; invitation guidance is available if you need to add people. When the remaining required steps are complete, read the displayed terms. Accept them only if you are authorized to do so, then select Submit for review when available. Submitting an application does not mean the retirement product is active. Follow the status on the page and any requests for more information. Approved sections may be locked while other steps still need work.

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Once active

Open the retirement dashboard. Check Manage settings under Plan configuration, including any message that a pay frequency is required. Use your company’s agreed plan terms when completing settings. You can then review contributions. If setup is missing, blocked, or unclear, contact support with the step name and error message.

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Continue with day-to-day administration

After activation, use Manage retirement members and Configure and review retirement plan settings. The company setup checklist and each member’s enrollment are separate. For detailed setup steps, see Company information and documents and Connect and verify your bank account.