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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 

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

 

 

Logging into PlanSponsorLink.com 

  1. In a web browser enter the URL for PlanSponsorlink.com. (https://xxx.plansponsorlink.com). Contacts should use the latest versions of Chrome, Firefox, Edge, or IE11 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. 
    • If logging in to PlanSponsorLink.com for the first time, click on the "First time user?" button and a First Time User Registration pop up menu will appear. Enter an Email Address, and if located in the database, an email containing a new password will be sent to that address. 
    • If the password has been forgotten, clicking the "Forgot Password?" button will bring up a 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 (~!@$%^&*)  

 

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, (Contacts’ Name) will be displayed in the upper right-hand corner. 
  • Located next to the Welcome, (Contacts’ 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 or by search. Contacts linked to a large number of plans should use the search 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 less 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 thse 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 when they are due to be completed.
  • 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.

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. 
  • Action Buttons – Use the Action Buttons to manipulate the data items listed. These Buttons are located at the bottom of this article.

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. 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 and description of the document that has been posted. 
  • 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.
  • 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.
    • 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. 

Action Buttons

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