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Enrollment Tools

Numerous tools are available to help make the enrollment and re-enrollment process easier for your clients.  

Participant Online Services Guide (BB9878)
Step-by-step instructions to follow when accessing online account information.
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Participant Online Enrollment Guide (BB9810)
Step-by-step instructions for participants to use during the online enrollment process.
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Detailed Participant Online Enrollment Guide (BB10042C)
Using visuals from the enrollment system, this detailed guide walks participants through the enrollment process. To customize, select "Order" below.
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Plan Sponsor Online Enrollment Guide (BB9820)
Step-by-step instructions for plan sponsors to use during the online enrollment process.
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Plan Sponsor Enrollment Implementation Best Practices (NQ74)
Turn eligible employees into plan participants with these best practice ideas that plan sponsors can use to implement a successful annual enrollment.
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Advisor Roles and Responsibilities Guide (NQ55A)
Outlines the role you can play in servicing your clients’ plans, as well as identifies opportunities for future growth.
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611565-012019

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