Onboarding Resources
- Generating Links for Plan Sponsors with Multiple Entities (multiple EINs)
- Finch Dashboard Setup
- Create Finch Connect Links in Bulk
- Finch Overview for TPAs & Record Keepers
- Plan Sponsor Positioning (Value, Pricing, Billing)
- Sponsor Email Templates & Best Practices
PensionPro
- PensionPro Setup and Requirements for Finch Files
- How to Combine Multiple Finch Files for one Plan Sponsor
- Employee Eligibility Dates - Process for PensionPro Files
- PensionPro Sponsor Census Collection Process (Team and Business Bundles)
- Payroll Provider Compatibility
- Bulk Sponsor Onboarding Emails