WealthRabbit Support

How to add and invite my employees to set up their SEP IRA retirement plan?

Step 1:  Sign in to your WealthRabbit account and go to the 'Employees' section from the Dashboard.

Step 2:  Click 'Add Employees' to begin inviting team members to set up their SEP IRA accounts.

Step 3:  Choose how you’d like to add employee information

• Manual Entry: Enter each employee’s details individually.
• Bulk Upload: Upload a file with information for multiple employees at once.
  
   (For this example, we’ll use Manual Entry.)

Step 4: Enter each employee’s name and email address, then click 'Save and Invite' to send setup invitations. To add more employees, click 'Add More Employees' and repeat the process.

Once an employee completes their setup, their status will update from 'Invite Sent' to 'Awaiting Your Approval.'

Step 5:  Click 'Approve' in the Action column.

Step 6:  Review their details, then click 'Approve' again to finalize their enrollment in the SEP IRA plan.