Navigating PlanSponsorLink

This article describes how to navigate and use PlanSponsorLink.com.  It documents the login process, the content of the site, and the available functionality such as completing tasks, downloading documents and sending secure file exchanges.  

Add-On Availability: PlanSponsorLink 

Article Contents

• Logging into PlanSponsorLink.com
• Activity in PlanSponsorLink
• PlanSponsorLink.com Landing Page
  • My Active Tasks
  • Distributions
  • Projects
  • Data Collection
  • Documents
  • Secure File Exchange
  • Industry Bulletin
  • Contacts
  • Action Buttons
• Add an Instructional Navigation Video

Logging into PlanSponsorLink.com 

1. In a web browser enter the URL for PlanSponsorlink.com. (https://xxx.plansponsorlink.com) Note: Contacts should use the latest versions of Chrome, Firefox, or Edge to open. 
2. Enter the User Name and Password. 
   • Clicking on Remember My Username will save the Username in the browser for ease of future login. 
   • First time users, or users who have forgotten their passwords, should click the Forgot Password? link. In the Password Reset pop-up menu, enter the registered email, and if located in the database, an email containing a new password will be sent to that address. 
   • To get help with PlanSponsorLink, click on the Need Help Using PSL? button to watch a video on navigating PlanSponsorLink.com 
3. Click on the Sign In button. 

Please Note: Passwords must be a minimum of 8 characters, no spaces and contains at least 3 of the following 4 items: uppercase letter, lowercase letter, number or symbol (~!@$%^&*)

Please Note: Employees logging into PlanSponsorLink will use the same credentials they use to log into PensionPro.

Activity in PlanSponsorLink

PlanSponsorLink.com Landing Page 

The My Active Tasks screen is the first screen that is displayed when a contact logs in.   

• The TPA’s firm name will be displayed in the upper left-hand corner. 
• Welcome, (Contact's Name) will be displayed in the upper right-hand corner. 
• Located next to the Welcome, (Contact's Name) is a dropdown menu. This menu contains: 
  • Help –  Clicking on the Help link will open a new browser and display the Help File. The Help File provides an overview and screen prints of the various sections on PlanSponsorLink.
  • Training Videos – Click on the Training Videos link to access a list of videos available for PlanSponsorLink.com. These videos cover Navigating PlanSponsorLink.com and the Data Collection Process.  
  • Contact Us – To locate information on how to contact the TPA for assistance, the contact should click on the Contact Us link from the menu. Employee plan role information for any plan that the contact is connected to will be displayed in a new browser window. If the contact is connected to multiple plans, the employee plan role information for each plan will be listed under the plan name heading. 
  • User Preferences - Click on the User Preferences link to change the data display type to be either grouped, search, or filters. Contacts linked to a large number of plans should use either the search or filters display type.
  • Change Password – Allows the contact to change a password. 
  • Logout – To log out of PlanSponsorLink.com, click on the Logout link from the menu. After clicking on the Logout link, the contact will be directed to the login screen for PlanSponsorLink.com. 
• Below the TPA’s firm name will be the various Content Tabs. Content Tabs are organizational folders for content on the site. Click on a tab to refresh the screen and display the content contained on the tab. 
• If Grouping was selected as a data display type in the preferences, the Plan Grouping header will be displayed. Plan tasks will be organized on each screen in PlanSponsorlink.com by the plan name. The individual plan sections can be expanded or shrunk to display the task information associated with each plan. By default, three or fewer plans will be expanded for easy viewing after logging into the site. 
• Below the Plan Grouping Header, any Plan Tasks or action items the contact must complete will be displayed. The task(s) will remain on the contacts' dashboard until completed. 
• If Search was selected as a data display type in the preferences, any Plan Tasks or action items the user must complete will be displayed. The user can search by document name, report name, plan name, document type, and date. The task(s) will remain on the contacts’ dashboard until completed. 

In order to view various Content tabs and information on PSL, the contact must have the appropriate web rights. For a full list of Website Rights for Contacts and to better understand these rights, click here.

My Active Tasks 

My Active Tasks is the contacts' dashboard that will display any tasks or documents that require attention. The My Active Tasks tab will display the following: 

• Plan Name – This is the name of the plan. 
• Active Tasks List – This is a list of any active items that require attention. These will be ordered by Active Date.
• Active Date – The date that the task became active or the document was posted. Action Buttons – Use the Action Buttons to manipulate the data items listed. These buttons are located at the bottom of this article.
• Website Banner - If a message has been entered, it will appear at the top of the screen. The banner is customizable through the Website Banner Preference. 

Distributions 

If activated, the Distributions tab will allow the user to access and view Distributions and Loans that are in process or completed. The Distributions tab will display the following: 

• Plan Name – This is the name of the plan. 
• Participant Name – The name of the participant receiving the distribution or loan. 
• Reason – The reason for the distribution. 
• Completed – The date the distribution or loan was completed. 
• Status – The status of the distribution or loan. 
• Last Status Updated Date – The date the status was updated.
• Action Buttons – Use the Action Buttons to manipulate the data items listed.
• PlanSponsorLink hides completed distributions from Search results.
• PlanSponsorLink sorts distributions by in-process distributions first and then by the Last Name alphabetically.
• The Distributions tab will only have a Search view preference enabled to assist with locating specific distributions. Users can search by first or last name and by the last 4 digits of the participant's social security number.

The Distributions Tab can be hidden on PlanSponsorLink at the plan level, or globally across all plans. For more information on preferences relating to the Distributions Tab on PSL, please visit PlanSponsorLink Preferences.

Projects

If activated, the Projects tab will allow the user to access and view Projects that are in process or completed then distributions are alpha sorted by Last Name. The Projects tab will display the following: 

• Plan Name – This is the name of the plan. 
• Project Name – The name of the project. 
• Project Type – The category of the project.
• Period Start – The start date for the period this project covers. 
• Period End – The end date for the period this project covers. 
• Project Start – The date the project was launched.
• Completed – The date the project was completed. 
• Status – The status of the project.
• Last Status Updated Date – The date the status was updated.
• Action Buttons – Use the Action Buttons to manipulate the data items listed.

The Projects Tab can be hidden on PlanSponsorLink at the plan level, or globally across all plans. For more information on preferences relating to the Projects Tab on PSL, please visit PlanSponsorLink Preferences.

Data Collection 

The Data Collection tab will allow the user to access the Data Collection report for any Year-End Data Collection or General Web Collection tasks that have been completed.  This report is a summary of the items that were submitted through the Web Collection process.  The Data Collection tab will display the following: 

• Plan Name – This is the name of the plan. 
• Name – The name of the available report. 
• Period Start Date – The period start date for the data collection. 
• Period End Date – The period end date for the data collection. 
• Completed – The date the data collection was completed. 
• Action Buttons – Use the Action Buttons to manipulate the data items listed. These buttons are located at the bottom of this article.

Documents 

The Documents tab displays any fiduciary documents, administrative forms, or legal plan documents that have been posted by the TPA. Fiduciary documents can also be uploaded by the PlanSponsorLink user. Documents are sorted by Posted Date. The Documents tab will display the following: 

• Plan Name – The name of the plan. 
• Type of Document / Grouping – The type of document that has been posted. (i.e. fiduciary documents, administrative forms, or legal plan documents) 
• Name – The name of the document that has been posted. 
• File Type - The type of document that was uploaded.
• Description - a description of the document that has been added.
• Posted – The date the document was posted. 
• Effective – The date the document is effective. 
• Period End – The period end date the document relates to. 
• Action Buttons – Use the Action Buttons to manipulate the data items listed. These buttons are located at the bottom of this article.
• Upload Fiduciary Document – Upload a fiduciary document on the Documents tab by clicking on the Upload Fiduciary Documents button. 
  1. Select the plan for which you are uploading the document. 
  2. Select the type of document being uploaded. 
  3. Type a description of the document that is being uploaded. 
  4. Click on the Choose File button and browse out to the file and attach it. 
  5. Enter the effective date of the document. 
  6. Enter the period end date for which the document is associated. 
  7. Click Upload. 

Secure File Exchange 

Contacts can send PensionPro users Secure File Exchanges through PlanSponsorLink. After the contact logs into PSL, they will click on the Secure File Exchange tab.

Here they will see two tabs: Inbox and Sent. The Inbox will display the number of files that have not been downloaded yet and the grid will contain any Secure File Exchange that involved the contact.

• Sending a New Exchange from PSL
  • To send a New Exchange the contact should do the following:
  1. Click on the New Exchange button
  2. Click on the Select Files button and select the files to be sent.
  3. In the 'To' field select from the drop-down the user that the files should be sent to.
  4. Enter a message in the message box. Please note that the character count is 1000 characters and the number of remaining characters will be shown below the message box.
  5. Select a Plan from the Plan dropdown.
  6. Click Send.
• Once the contact sends the Secure File Exchange an email will be sent to the user indicating that a file or files have been uploaded. The wording for this can be customized. To learn more about this please click here.
• Users are able to view the company name of the sender or recipient when a file is sent.

• Deleting an Exchange on PSL
  • Please note that if the contact deletes the file it will be deleted for all contacts that were involved in that Secure File Exchange. The file will also be deleted from Secure File Exchange in PensionPro, but the Interaction record will remain.
  • To delete a Secure File Exchange from PSL the contact should do the following:
    1. Click on the Delete button located on the right of the grid
    2. A pop-up message will appear that asks Are you sure you want to delete this from your inbox? Yes or No

• Downloading a File on PSL
  • Clicking the file will allow the contact to download the file and will add an accessed date and time to the record. If a File Open Notification was set up for the Secure File Exchange then once the contact downloads the file the notification will be sent.

Industry Bulletins 

If activated, the Industry Bulletins tab displays the TPA’s announcements. The Industry Bulletins tab will display the following: 

• Name – The name of the posted bulletin. 
• Description – The description of the posted bulletin. 
• Date – The date the bulletin was posted. 
• Action Buttons - Use the Action Buttons to manipulate the data items listed.

The Industry Bulletins tab can be retitled by the TPA. HTML can be used for further customization. 

Contacts

If activated, the Contacts tab will allow the user to review Contact Roles for a Plan. The Contacts tab will display the following:

• Plan Name – The name of the plan.
• Last Name – The last name of the contact.
• First Name – The first name of the contact.
• Company – The company the contact is associated with.
• Roles – The Contact Roles the user is assigned to.
• Rights – The contact's Website Rights
• Action – Use the Action Buttons to submit contact Change Requests

Action Buttons

Add an Instructional Navigation Video to PlanSponsorLink

Users can add an instructional video to PlanSponsorLink to better assist plan contacts in becoming accustomed to the PlanSponsorLink site. To do so, please review our article How-To: Add an Intro Video to the PlanSponsorLink Sign-In Page.