Information and resources at your fingertips
These guides and resources can help you understand how MERIT works and the benefits it offers employers and savers.
Resources for employers
Registration checklist
Use this form to see the steps you'll take to set up your MERIT Account.
Employer portal help center
Get all of your portal questions answered with step-by-step instructions, articles, and more in the MERIT Help Center.
For a walkthrough of the payroll submission process, you can watch this webinar here.
Employer fact sheet
This PDF outlines facts about the program, eligibility requirements, and the benefits of MERIT for you and your employees.
Auto-enrollment notification
Use this fact sheet to notify your employees about MERIT auto-enrollment and give them a quick summary of its benefits.
Auto-enrollment notification form (English)
Auto-enrollment notification form (Español)
Employee contribution reminder
Use this email template as a friendly reminder for your employees that they can easily save for retirement through payroll contributions with MERIT.
Employee Contribution Reminder email template
Resources for savers
Saver fact sheet
This PDF outlines facts about the program, eligibility requirements, and the benefits of MERIT for you and your employees.
Opt-out form
Although it’s easier to opt out of participating in MERIT online, this form is available for those without internet access.
Program forms
Although your account was designed to be managed online, we understand that there may be times that you prefer to do things offline. Downloadable forms are just a click away.