You’ll start by by going to this URL to create your account.
- Select Individual as the account type.
- Fill in all fields to verify your identity. Use your Simplifya email address.
- Set up your profile, providing three security questions.
Now you can log in to your account. You will be prompted to verify your device by phone or email, entering in the verification code received to continue. Once logged in, you are taken to the landing page which shows the Simplifya 401k plan.
- Select Details to start your enrollment.
- Complete profile creation and enable e-documents if you wish. Please change your email address to a personal one at this time. This ensures ongoing communication in the event you leave Simplifya.
- On the Elections step, pick your contribution rate and enable annual auto-increases if you wish. There are also options to Select Your Investment Strategy and view More Investment Options.
- On the next page, review your selections and, upon clicking Save, acknowledge an agreement by clicking Agree and Continue.
Now your account is set up and confirmed. You will see Please Note advising you to complete your beneficiary designation. Click Name your beneficiaries now to begin this step. On the next page, you can add your beneficiaries and allocate percentages. The total amount allocated must equal 100% to complete this step.