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Maintaining Bulletins on PlanSponsorLink

Bulletins allow users to post information available to all plan sponsors with website rights via the PlanSponsorLink website. Bulletins are found in the Communications section of the Application Menu.

Tier Availability: Track, Core, Essential, Team, Premium, Business

Add-On Availability: PlanSponsorLink

Security Right Required: N/A

 

Bulletins are a form of mass communication; moreover, they are a place where PensionPro users can post important news or documents online so that all plan sponsors can view the posted information. For example, a user could post a Bulletin of an upcoming event to announce that information to plan sponsors. Bulletins appear on the Industry Bulletins tab on PlanSponsorLink.

 

Enable Bulletins

Bulletins will only appear on PlanSponsorLink if the Show Bulletins Tab preference is enabled. To enable, users must have the Maintenance Security right. 

  1. Click Maintenance > Preferences > PensionPro.
  2. On the General tab, select "PlanSponsorLink" from the Preference Type dropdown menu.
  3. Click the Edit button to the right of the grid.
  4. Select "Yes" for Show Bulletins Tab.

PensionPro users can access Bulletins from the Application Menu by clicking Communications > Bulletins.

To Add a Bulletin 

  1. Click the Add button to the right of the PlanSponsorLink.com Bulletins grid. An Add Bulletin slider will appear.
  2. Required fields will appear in red text at the bottom of the slider. Click the Browse File button to select a File for the Bulletin.
  3. Check the "Show On PSL" checkbox to display the Bulletin on PlanSponsorLink.
  4. Click Save to complete. 

To Edit a Bulletin

  1. Click once on a Bulletin to highlight it.
  2. Click the Edit button located on the right side of the grid.
  3. Edit the data in the slider that appears and then press Save to complete the changes.

To Delete a Bulletin

  1. Click once on a Bulletin to highlight it.
  2. Click the Delete button located on the right side of the screen.
  3. The screen will ask to confirm with the message: "Are you sure? Yes/No," Click "Yes" to confirm deletion.

To Download a Bulletin

Users can download a bulletin by double-clicking a bulletin from the grid. Downloaded files will appear in the users File Bin.

To Archive a Bulletin

Users can archive Bulletins to organize the Bulletins grid. Archiving a Bulletin will remove the Bulletin from the Grid. To access an archived Bulletin, check the Show Only Archived box at the bottom right corner of the grid.

  1. Click once on a Bulletin to highlight it.
  2. Click the Edit button.
  3. Click on the Archive button located on the right-hand side of the slider.

Accessing a Bulletin on PlanSponsorLink

Plan sponsors can find any posted bulletins on the Industry Bulletins tab of PlanSponsorLink. Bulletins appear on the grid by date and can be downloaded by clicking on the Download button.

 

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