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

Security Rights Required: Maintenance

 

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

 

Article Contents

 

 


 

Accessing PSL Preferences

 

PlanSponsorLink Preferences are found in slightly different locations based on whether the firm's tier level provides the PlanSponsorLink Subdomains feature.

 


 

via PensionPro Preferences

Tier Availability: Track, Team, Business

 

  1. Navigate to Maintenance > Preferences > PensionPro. The corresponding tab opens to the General view.
  2. Select the desired PSL preference category via the Views list on the left.

 


 

via Subdomain Preferences

Tier Availability: Business Bundle

 

Each subdomain—including the testing subdomain—maintains its own set of preferences. For more information, refer to the article PlanSponsorLink Subdomains.

 

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

 


 

Annual Data Collection

 

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 Annual Data Collection on PlanSponsorLink.

 

 

The following preferences apply to Data Collection Request emails that are sent manually from the Data Collection > General view within the Project tab, using the Send Emailmail.png option
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.

 

 

 

The following preferences apply to the General step of Data Collection

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.

  • Options for this preference are determined by List Values, located under Core > Plan > Employee Plan Role
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

 

 

 

The following preferences apply to the Company 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.

 

 

 

The following preferences apply to the Employees 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.

 

 

 

The following preferences apply to the Approval 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.

 

 

 

The following preferences apply to the confirmation email that is sent to the Plan Sponsor following their submission 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.

 

 


 

General Web Collection

 

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.

 

 

The following preferences apply to Web Collection Request emails that are sent manually from the Data Collection > Questionnaire view within the Project tab, using the Send Emailmail.png option
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.

 

 

 

The following preferences apply to the Approval step of General Web Collection
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.

 

 

 

The following preferences apply to the confirmation email that is sent to the Plan Sponsor following their submission 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.

 

 


 

PlanSponsorLink/Preferences

 

The preferences in this view manage various aspects of PlanSponsorLink. This view is titled PlanSponsorLink within PensionPro Preferences, and Preferences when editing a subdomain.

 

 

General PlanSponsorLink Preferences
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 Text This message is displayed at the top of the Contact Us page on PlanSponsorLink. May be left blank.
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 Help File

When enabled, a built-in help module is available for PlanSponsorLink users. This may be disabled if the firm would prefer to provide its own help documentation.

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.

Show Training Videos

When enabled, a built-in training module containing videos is available for PlanSponsorLink users. This may be disabled if the firm would prefer to provides its own video documentation.

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 various tabs at the top of PlanSponsorLink after a user logs in. May be left blank.

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.

 

 

 

The following preferences affect PlanSponsorLink login functionality
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 Tab 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.

 

 


 

Style

 

The preferences in this view define the visual look of PlanSponsorLink. This view is titled PlanSponsorLink Style within PensionPro Preferences.

 

Most of these preferences 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.

 

This article will not discuss each preference in detail. However, the Edit Preference window for any preference that controls color will contain a color picker on the left. Use the multicolored bar on the right side of the color picker to choose a hue, and then use the larger box on the left to choose saturation (left to right) and brightness (up to down). A preview of the color will appear in the box on the right.

 

Alternately, a hexadecimal color code can be entered into the Hex field; the color represented by the code will be chosen automatically. If a Red/Blue/Green color combination is preferred instead, select Change Formatchange.png to switch to individual R, G, and B fields.

 

  • The Hex field accepts a 6-digit string of alphanumeric characters using the values 0-9 and A-F.
  • Each RGB field accepts an integer between 0-255.

 

Select Revertrevert.png to return the color to its currently-saved state, or select Save to set the new color.

 


 

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 Editedit.png 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.