TPA & Record Keeper Resources

Plan Sponsor Messaging

• Finch Overview for TPAs & Record Keepers
• Plan Sponsor Positioning (Value, Pricing, Billing)
• Sponsor Email Templates & Best Practices
• Key Terms & Sponsor FAQs
• Milestones and Action Items

Finch Connect & Authentication Resources

• Generating Links for Plan Sponsors with Multiple Entities (multiple EINs)
• Create Finch Connect Links in Bulk
• Onboard Sponsors with Finch Connect (Authentication)
• Plan Sponsor Authentication Troubleshooting

Finch Dashboard & Payroll Mapping

• Finch Dashboard Setup
• Payroll Mapping
• Payroll Mapping by Sponsors

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

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Relius

• Setup STP Task Groups
• Relius File Specifications
• Relius Compatible Providers