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
- Key Terms & Sponsor FAQs
- Milestones and Action Items
- Onboard Sponsors with Finch Connect (Authentication)
- Plan Sponsor Authentication Troubleshooting