How to Set Up a 401(k) Plan in Housecall Pro
Please Note: This feature is only available to organizations already onboarded to the Housecall Pro Payroll product. |
Interested in getting started with HCP Payroll? Schedule a call with a Success Advisor to learn more! |
To set up a 401(k) plan in Housecall Pro:
Click the 'Payroll' tab in the navigation bar at the top of your Housecall Pro account.
Depending on the size of your browser window, you may need to click 'More' and then select 'Payroll' from the drop-down.
You'll automatically be directed to the HCP Payroll Overview page.
If you haven't before, you can click 'Visit Employee Benefits' in the blue 401(k) plans banner on this page to be taken to the Employee Benefits page.
Alternatively, you can select 'Employee Benefits' from the menu on the left.
The Employee Benefits page is where you can see which benefits you'd like to offer to your employees, including 401(k) plans, workers' compensation, and health insurance.
Click the blue 'Get Started' button in the 401(k) Plans section to proceed.
The "Enroll in 401(k) plans" confirmation window will appear on your screen, stating that Housecall Pro provides access to 401(k) plans for you and your employees through Check and Guideline.
Click 'Continue' to be redirected to our partner's page, where you can set up and manage your 401(k) plans.
From here, you can review information about Check and Guideline, along with the 401(k) plans and pricing they offer.
Click the 'Get Started' button on the plan you'd like to move forward with.
You will then be prompted to securely connect your payroll and share your information with Guideline.
To continue, you must click "I Agree" at the bottom of the confirmation window.
You'll then be guided through the setup process in Guideline, where you can set your plan's goals, choose whether to offer an employer match or contribution and review your recommended plan.
After making your selection, you'll configure the plan for your employees, and the setup will then be reviewed. Once Guideline confirms the plan, you’ll be all set!
How to Manage Your 401(k) Plan
To manage your 401(k) plan:
Click the 'Payroll' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Employee Benefits' from the menu on the left.
Click on the 'Manage' button under the 401(k) plans section.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.