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In today's video tutorial, Beth Harrington discusses setting up a plan in five easy steps as part of the starting out program. Step one involves requesting a proposal by providing basic company and employee information. Step two is returning to the getting started page to sign the plan document and service agreement. Step three is signing, dating, and returning the document and agreement. Step four is setting up investment accounts with the help of the custodian and advisor. Step five is enrolling employees and starting contributions. These simple steps make the process easy to follow.
