How to Set Up Plan Default Settings

Once set up, plan default settings will be applied to new plans automatically upon their creation in the adviser dashboard.

1. First, navigate to settings, then find plan defaults. This page is where you may determine default settings.
2. The first option is enrollment experience type. This determines the investment paths available to the plan and participants.
3. Next, notate the presentation or greeting type that the participant will see. This determines how the participant will be greeted.
4. The next drop down decides what the white label experience will be for the participant. See the how to set up white labels resource for more information on how to add values to this list.
5. Next, determine the default primary advisor on plans.
6. Update the following toggles to meet your requirements for the enrollment site.
   1. Turn on or off the option to allow balance transfers to changed investment allocations.
   2. Turn on or off the feature to provide a current paycheck estimator.
   3. Review the option to require cell phone number entry on the enrollment site.
   4. Update the setting to display plan opt out on the enrollment site.
      1. If the toggle switch is on for the plan, the “I don’t want to enroll” opt out button will be provided within the enrollment experience. And if the user clicks on this button and confirms their decision, a zero percent deferral will be sent to the recordkeeping system.
      2. If the toggle switch is not turned on for the plan, the user will not see the “I don’t want to enroll” option within the enrollment experience.
   5. The next option is permits edits of existing name values. When this field is on, the entered name data is fed back to the record keeper and saved.
   6. Next, turn on or off the option to collect beneficiary information on the enrollment site. Notate how many primary and contingent beneficiaries should be required.
   7. The last checkbox determines override settings as related to the data and recordkeeping system specifically on beneficiary information.
7. Lastly, be advised that any updates made to the plan setup default fields are auto saved.