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In This Article
After participants have completed the on-boarding process, their results will appear in the Participants tab under your Retirement Plan. Click any participant's name to view more details, such as their Risk Number and the model they chose:
If a participant has not completed the on-boarding process, you can re-invite them by clicking ACTIONS → Send Invitation to resend the invitation email.
For more information about onboarding participants, check out OnBoarding Participants and Sponsors.
For more information about what the participants will see during the on-boarding process, check out Retirement Plan Participant Experience.
The Notification Email
Once the participant has completed the on-boarding process, you will receive a notification email describing their Risk Number and the model portfolio they selected.
Now you are ready to utilize the other components of Riskalyze to help align your participant’s investments with their Risk Number (for example, retirement maps)!