> ## Documentation Index
> Fetch the complete documentation index at: https://village-docs.villagelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Process

> Get started with Peninsula administration

## Onboarding to Peninsula

A smooth transition to professional ESOP administration.

## Onboarding Timeline

### Weeks 1-2: Discovery & Setup

**Activities:**

* Kickoff meeting with your team
* Review current plan documents
* Assess data sources and systems
* Set up secure data exchange
* Establish communication protocols

**Deliverables:**

* Project plan and timeline
* Data requirements checklist
* Contact directory
* Access credentials

### Weeks 3-4: Data Migration

**Activities:**

* Gather historical data
* Import participant census
* Load prior year information
* Validate data accuracy
* Configure plan rules in system

**Deliverables:**

* Complete census database
* Historical records loaded
* Data validation report
* System configuration complete

### Weeks 5-6: Testing & Training

**Activities:**

* Run test calculations
* Review compliance testing
* Generate sample reports
* Train your team on portal
* Establish ongoing processes

**Deliverables:**

* Test results validation
* User training completed
* Process documentation
* Go-live approval

### Week 7: Go Live

**Activities:**

* Final data verification
* Production cutover
* Announce to participants
* Monitor initial operations
* Provide go-live support

**Deliverables:**

* Live system
* Participant communications
* Support resources
* Success metrics

## What We Need From You

### Initial Information

**Plan documents:**

* Adoption agreement
* Plan document
* Summary plan description
* Recent amendments

**Participant data:**

* Current census
* Account balances
* Vesting schedules
* Historical contributions

**Company information:**

* Payroll system details
* Valuation reports
* Prior year Form 5500
* Trustee information

### Ongoing Information

**Quarterly:**

* Updated census data
* Payroll changes
* New hire information
* Term terminations

**Annually:**

* Year-end census
* Current valuation
* Contribution information
* Plan amendments

## Making the Transition Smooth

### Communication

We'll keep you informed:

* Weekly status updates
* Regular check-in meetings
* Clear escalation process
* Responsive support

### Support

Help when you need it:

* Dedicated implementation manager
* Technical support team
* Training and resources
* Post-launch assistance

### Flexibility

We adapt to your needs:

* Flexible timeline
* Customized approach
* Work with your schedule
* Address unique requirements

## After Go-Live

### First 90 Days

**Extra attention:**

* More frequent check-ins
* Proactive monitoring
* Additional training
* Process refinement

### Ongoing Success

**Long-term partnership:**

* Regular business reviews
* Continuous improvement
* Strategic consulting
* Responsive support

## Common Questions

<AccordionGroup>
  <Accordion title="How long does onboarding take?">
    Typical onboarding is 6-8 weeks. Timeline depends on data availability and complexity.
  </Accordion>

  <Accordion title="Can we transition mid-year?">
    Yes! We can start administration at any point in the plan year.
  </Accordion>

  <Accordion title="What if we're with another TPA?">
    We handle all transition coordination with your prior TPA.
  </Accordion>

  <Accordion title="Is there an onboarding fee?">
    No separate onboarding fee. It's included in your annual administration.
  </Accordion>
</AccordionGroup>

## Get Started

<Card title="Begin Onboarding" icon="rocket" href="mailto:support@villagelabs.com">
  Contact us to start your transition
</Card>