Finch Overview for TPAs & Recordkeepers

Welcome to the Finch Help Center for TPAs & Recordkeepers. Here is an overview of our onboarding resources.

Customer Positioning (Value, Pricing, Billing Guidance)

Guidance from our team for how to set up a billing and pricing with your plan sponsors.

Sponsor Email Templates & Best Practices

Not sure what information to email to plan sponsors? Use our templates to get started.

Key Terms & Sponsor FAQs

Questions and terms useful for you and your plan sponsors

Milestones & Action Items

What to expect with each part of your Finch Implementation Journey as well as Action Items.

Onboard Sponsors with Finch Connect (Authentication)

Resources and explanation for how to get your plan sponsors connected with Finch. Includes resources for our Finch Dashboard.