Thanks to our new DocuSign workflow, you will be able to approve participant loan requests directly from your inbox.  Now when a participant requests a 401k loan, we will send the documents to the participant for their e-Signature first and then they will automatically come to you for employer approval.

This eliminates the need to approve loans in your loan dashboard and will allow us to help maintain signed copies of every loan application for audit records.

Let us know if you have any questions about how the new process works and we’ll be glad to help!