PlanSponsorLink Preferences

PlanSponsorLink is more than just a web portal for clients; it is an extension of the TPA firm itself. As such, the firm should have control over the look and behavior of PSL. This article provides detail on the available preferences for PSL, as well as how to edit them.

Tier Availability: Track, Team, Business

Note: Some items may not be available in all tiers.

Accessing PSL Preferences

By default, PensionPro provides two PSL subdomains: a live version to be used by Contacts, and a testing version to try out new options and styles behind the scenes. Each subdomain maintains its own set of preferences. For more information, refer to the article PlanSponsorLink Subdomains.

Requires Security Rights: Maintenance

Navigate to Maintenance > Preferences > PlanSponsorLink Subdomains. The corresponding tab opens; the firm's current subdomains will be displayed in the grid.
Double-click on the desired subdomain in the grid to open it. By default, the Preferences view is displayed.
Select the desired preference category via the Views list on the left.

General PSL Preferences

The options in the Preferences view manage various aspects of PlanSponsorLink.

Access Denied Message	If the Website Operation option is set to No, this preference determines the message that the user will receive when attempting to access the PSL site.
Help File URL	A URL where users can access custom help documentation for PSL. This link is accessed via the Help option in the PSL user menu and the icon at the lower-right; if left blank, these items are hidden.
Help Text	This message is displayed at the top of the Contact Us page on PlanSponsorLink. May be left blank.
Limit Employee Selection by Location Access	When enabled, a PSL user creating a new Secure File Exchange will only be able to send it to Employees linked to the Contact's Plan(s) via Employee Plan Roles. If disabled, any Employee shown on PSL can be chosen as the recipient. This is always disabled for Contacts not linked to a Plan. Only available on the Enterprise tier.
Login Screen Message	This message is displayed at the bottom of the PlanSponsorLink login page. May be left blank.
PSL Logo	This image will be displayed on the PlanSponsorLink login page to match the firm's branding. The image dimensions must be no larger than 400 pixels in width and 200 pixels in height.
PlanSponsorLink Subdomain Name	This value will be included in the URL that Plan Sponsors will use to access the firm's PSL portal. For example, if this value is set to firmname, the associated URL would become https://firmname.plansponsorlink.com This value may only contain alphanumeric characters and hyphens. This value must be unique, and cannot match the name used by another firm.
Secondary Login Screen Message	This message is displayed at the bottom of the PlanSponsorLink login page, underneath the first Login Screen Message. May be left blank.
Show Login Screen Message	When enabled, the Login Screen Message and Secondary Login Screen Message will be displayed. If disabled, these messages will not be shown.
Training Video URL	A URL where users can access custom video tutorials for PSL. This link is accessed via the Training Videos option in the PSL user menu; if left blank, this option is hidden.
Website Operation	Determines whether or not PlanSponsorLink is currently functional. When enabled, PSL will function normally. If disabled, PSL will be inaccessible.
Website Banner	This message will be displayed above the tabs at the top of PlanSponsorLink after a user logs in. May be left blank. Formatting is available to give this message greater visual distinction; refer to the article How-To: Style PSL Banners using HTML.
Website Name	This text will appear at the top of PlanSponsorLink after a user logs in to display the firm's name or other branding.

General PlanSponsorLink preferences

Enable Login Lockout	When enabled, a PlanSponsorLink user who makes multiple unsuccessful login attempts will be locked from making further attempts for some period of time.
Login Locked Email Body	The body of the email sent to notify the user that they have been locked out of PlanSponsorLink.
Login Locked Email Subject	The subject of the email sent to notify the user that they have been locked out of PlanSponsorLink.
Multi-Factor Authentication	When enabled, Multi-Factor Authentication will be used for all Contacts attempting to log in to PSL. If disabled, MFA is not used.

PlanSponsorLink login preferences

Contacts Title	The label on the Contacts tab and the title of the Contacts page.
Data Collection Title	The label on the Data Collection tab and the title of the Data Collection page.
Distribution Title	The label on the Distributions tab and the title of the Distributions page.
Document Title	The label on the Documents tab and the title of the Documents page.
Industry Bulletins Title	The label on the Bulletins tab and the title of the Bulletins page.
Project Title	The label on the Projects tab and the title of the Projects page.
Secure File Exchange Title	The label on the Secure File Exchange tab and the title of the Secure File Exchange page.
Show Bulletins Tab	When enabled, the Bulletins tab will be available to PlanSponsorLink users.
Show Contacts Tab	When enabled, the Contacts tab will be available to PlanSponsorLink users with the appropriate Website Rights.
Show Distributions Tab	When enabled, the Distributions tab will be available to PlanSponsorLink users with the appropriate Website Rights. The following must also be true for a Plan Sponsor to see a Distribution within this tab: Enable Distributions on PSL Distributions Tab on the Plan tab > General view must be set to Show.
Show Documents Tab	When enabled, the Documents tab will be available to PlanSponsorLink users with the appropriate Website Rights.
Show Projects Tab	When enabled, the Projects tab will be available to PlanSponsorLink users with the appropriate Website Rights. The following must also be true for a Plan Sponsor to see a Project within this tab: Enable Projects on PSL Projects Tab on the Plan tab > General view must be set to Yes. Enable to Show on PSL Projects Tab on the Project tab > Summary view must be set to Yes.
Show Secure File Exchange Tab	When enabled, the Secure File Exchange tab will be available to PlanSponsorLink users.

PlanSponsorLink tab management preferences

Participant Notices Available Email Body	The body of the notification email.
Participant Notices Available Email Subject	The subject line of the notification email.
Participant Notices Available Sender Email	The email address the notification will be sent from. This static address will be used if Participant Notices Available Sender Role is blank or specifies an Employee Role that is not assigned for the relevant Plan.
Participant Notices Available Sender Role	If set, the notification email will be sent from the Employee assigned to this Plan Role for the relevant Plan. May be left blank.

These preferences apply to the notification email that is (optionally) sent to Plan Contacts when a new FTW Participant Notice is posted to PlanSponsorLink.

Annual Data Collection Preferences

Tier Availability: Team, Business

These preferences are used in conjunction with Annual Administration—the required yearly Plan administration—and often includes a Data Collection element by which Plan Sponsors submit any information necessary for tax filings or other purposes. For more information, refer to the article Data Collection - Annual Data Collection.

Annual Data Collection Email Role

Determines which Plan Contact Role the Data Collection Request email is addressed to by default.

If the Plan does not contain this Contact Role, an error will be generated when attempting to use this feature.

Annual Data Collection Request Email Body

The default message used as the Data Collection Request email body.

Annual Data Collection Request Email Subject

The default subject line used for the Data Collection Request email.

These preferences apply to Data Collection Request emails that are sent manually from the Data Collection > General view within the Project tab, using the Send Email option

Address Change Body	Determines the content of the notification email that is sent to the TPA when a Plan Sponsor updates the Company address.
Address Change Recipient Email Address	The email address where the notification is sent. This static address will be used if Address Change Recipient Role is blank or specifies an Employee Role that is not assigned for the relevant Plan.
Address Change Recipient Role	If set, the notification email will be sent to the Employee assigned to this Plan Role for the relevant Plan. May be left blank.
Annual Data Collection County Required for Address Type	If a county needs to be provided to the TPA, this preference determines which Address Type will require it. May be left blank. Options for this preference are determined by List Values, located under Core > General > Address Type

These preferences apply to the General step of Data Collection

NAIC Code Hyperlink Message

The text that the NAIC Code Link is added to.

Recommended: A brief instruction to click this link to search for an NAICS code.

NAIC Code Link

The URL of the firm's preferred NAIC lookup website.

Must be a valid URL.
If left blank, no link will be provided to the Plan Sponsor.

Prevent EIN Editing

When enabled, Plan Sponsors will be unable to add or edit any EIN information.

These preferences apply to the Company step of Data Collection

Census Import Column Mapping	When enabled, Plan Sponsors uploading an employee census can manually match column headers that PensionPro cannot identify. Disabling this setting will require the Plan Sponsor's spreadsheet columns to match PensionPro/PlanSponsorLink exactly.
Employees Step No W2s Message	The text that is displayed if the Plan Sponsor attempts to save the Employees step of Data Collection without entering any employee data. Recommended: A message advising the Plan Sponsor that the Employees step will need to be completed if their company issues W-2 forms, as well as instructions to submit a K-1 or Schedule C directly to the TPA if necessary.
Enable Census Scrubbing on PSL	When enabled, PlanSponsorLink will perform data validation on census information, and provide errors or warnings when it detects any of the following issues: Data has not been provided for a required field Deferrals, Compensation, and/or Hours of Service are left blank Date of Separation is prior to the current plan year Participant age falls outside the minimum/maximum age preference
Full Name on Census Export	When enabled, an exported census will concatenate the First and Last Name columns into a single Full Name column.
Maximum Participant Age	If Census Scrubbing is enabled, a warning will be generated when a Participant's age exceeds this number.
Minimum Participant Age	If Census Scrubbing is enabled, a warning will be generated when a Participant's age falls below this number.

These preferences apply to the Employees step of Data Collection

Annual Administration Check Submission Message	This main body of text will be shown on the Approval step. Recommended: A request that the Plan Sponsor review the provided data for accuracy prior to submission.
Annual Administration Check Submission Title	This text displays above the Check Submission Message, and will be formatted in bold by default. Recommended: A notice advising the Plan Sponsor to read the following message in its entirety.
Annual Data Collection Pop-up Body	This text will be displayed in a confirmation dialog at the very end of the Approval step, after the Plan Sponsor signs and submits the Data Collection. Recommended: A notice advising the Plan Sponsor that they will receive a confirmation email.
Certification	This text will be displayed in a popup window after the Plan Sponsor selects Sign & Submit. Recommended: A request that the Plan Sponsor provide their name and email, which signifies their confirmation that the data is complete and accurate.

These preferences apply to the Approval step of Data Collection

Data Collection Submission Email Body	The default message used for the body of the confirmation email.
Data Collection Submission Email Subject	The default subject line of the confirmation email.

These preferences apply to the confirmation email that is sent to the Plan Sponsor following their submission of Data Collection

General Web Collection Preferences

Tier Availability: Business

These preferences are used in conjunction with General Web Collection Projects, a type of Project with a Data Collection element that requires Plan Sponsors to upload files and/or fill out a questionnaire using PlanSponsorLink.

General Web Collection Email Role

Determines which Plan Contact Role the General Web Collection Request email is addressed to by default.

If the Plan does not contain this Contact Role, an error will be generated when attempting to use this feature.

General Web Collection Request Email Body

The default message used as the General Web Collection Request email body.

General Web Collection Request Email Subject

The default subject line used for the General Web Collection Request email.

These preferences apply to Web Collection Request emails that are sent manually from the Data Collection > Questionnaire view within the Project tab, using the Send Email option

General Web Collection Check Submission Message

This main body of text will be shown on the Approval step.

Recommended: A request that the Plan Sponsor review the provided data for accuracy prior to submission.

General Web Collection Check Submission Title

This text displays above the Check Submission Message, and will be formatted in bold by default.

Recommended: A notice advising the Plan Sponsor to read the following message in its entirety.

Certification

This text will be displayed in a popup window after the Plan Sponsor selects Sign & Submit.

Recommended: A request that the Plan Sponsor provide their name and email, which signifies their confirmation that the data is complete and accurate.

These preferences apply to the Approval step of General Web Collection

General Web Collection Submission Email Body	The default message used for the body of the confirmation email.
General Web Collection Submission Email Subject	The default subject line of the confirmation email.

These preferences apply to the confirmation email that is sent to the Plan Sponsor following their submission of General Web Collection

PSL Style Preferences

The preferences in this view define the visual look of PlanSponsorLink. Most control the colors of various PlanSponsorLink elements, such as buttons, tabs, text, and backgrounds. This allows the look of PlanSponsorLink to be customized to match the firm's branding. For more information on these preferences, refer to the article PlanSponsorLink Branding & Styling.

PSL Web Steps

Tier Availability: Team, Business

The Web Steps view category allows the firm to provide instructions to Plan Sponsors completing Data Collection on PlanSponsorLink. This category contains up two views (depending on tier), representing two types of Data Collection. These are:

Annual Administration (Team & Business)
General Web Collection (Business)

Each view contains the steps that a Plan Sponsor will see when they perform Data Collection for either an Annual Administration or a General Web Collection Project. To edit a web step, hover over it in the grid, then select Edit on the right-hand side.

The Title of each step can be altered as desired, as can the Description, which might be used to instruct Plan Sponsors as to how each step should be performed.

HTML tags, such as <strong> and <a>, may be used within the Description.

PSL Single Sign-On

Tier Availability: Enterprise

The preferences in this view can be used to enable Single Sign-On (SSO) for PlanSponsorLink, allowing PSL users to be signed in and directed to their PlanSponsorLink dashboard with a single click. For firms who utilize a separate in-house client portal, this can provide users a convenient means of accessing PSL and eliminate the need for customers to maintain multiple account credentials.

SSO requests should be made to the following endpoint using SAML 2.0:

https://connections.pensionpro.com/pslsso/assertionConsumerService

The request will need to include the signing certificate, User ID (email or ContactId), and the PSL subdomain (the companyname portion of https://companyname.plansponsorlink.com).

The following PlanSponsorLink preferences will need to be set properly to make use of PSL SSO:

PSL SSO Identity Provider Issuer URL	The unique URL identifier given by the identify provider.
PSL SSO Return URL	The address the user will be directed to in the event that SSO is unsuccessful.
PSL SSO SAML Thumbprint	The certification thumbprint that verifies the identity provider's credentials.