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PensionPro 2.0 - Adding, Editing, or Deleting Employee Plan and Plan Contact Roles

This article provides information on how to add and edit Employee Plan Roles and Contact Roles. Employee Plan Roles and Plan Contact Roles can be found on the Employee Roles and Contact Roles tab under the Views panel for the Plan Details.

 

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

Security Rights Required: Add/Edit Plan

 

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Employee Plan Roles

Employee Plan Roles are the assignments employees fill when servicing a plan. Examples may include Administrator, Billing Specialist, or Distribution Processor. Employee Plan Roles can be found in the Plan > Employee Roles menu. 

 

Add a New Employee Plan Role

  1. Open the Plan and click the Employee Roles menu. Any existing Employee Plan Roles that are currently entered will appear in the grid.
  2. Click the Add icon in the upper right corner of the grid.
  3. Select an Employee Plan Role from the drop-down list.
    • If the desired Employee Plan Role does not exist, additional options can be added by clicking [Add New Employee Plan Role] at the top of the dropdown list.
  4. Type the Employee Name until a list appears from which the user can select the appropriate Employee.
    • (PSL Add-on Only) Check the Show on PSL box if the employee's contact information should appear on the Contact Us page of PlanSponsorLink.com
  5. Click Save.

 

Edit an Employee Plan Role

  1. Open the Plan and click the Employee Roles menu.
  2. Hover over the Role Name in the grid and click the Edit icon to the right of the record. The Edit Employee Plan Role pop-up will appear.
  3. Make any appropriate changes and click Save.
    • Users can change the Employee Name associated with the role.
    • (PSL Add-on Only) Check the Show on PSL box if the employee's contact information should appear on the Contact Us page of PlanSponsorLink.com

 

Delete an Employee Plan Role

  1. Open the Plan and click the Employee Roles menu.
  2. Hover over the Role Name in the grid and click the Delete icon to the right of the record. 
  3. The question "Are you sure you want to delete the employee plan role?" will appear.
  4. Click Yes to confirm the deletion.

 

Plan Contact Roles

Plan Contact Roles are plan contact assignments used in communications to clients and referral sources. A contact may fill several of the roles or even all. Examples might be Investment Advisor, Payroll Contact, Accountant, Billing Contact or Main Contact.

 

Add a new Plan Contact Role

  1. Open the Plan and click the Contact Roles menu. Any existing Plan Contact Roles that are currently entered will appear in the grid.
  2. Click the Add icon in the upper right corner of the grid. 
  3. Select a Plan Contact Role from the drop-down list.
    • If the desired Plan Contact Role does not exist, additional options can be added by clicking [Add New Plan Contact Role] at the top of the dropdown list.
  4. Type the Contact’s Name until a list appears from which the user can select the appropriate Contact.
  5. Check the Please CC box if this contact role should be cc'd on any correspondence.
  6. (PSL Add-on Only) Check the Show On PSL box if the plan contact selected and their contact information should appear on the Contacts step of Annual Administration Data Collection projects on PlanSponsorLink.
  7. (PSL Add-on Only) Check the Show on PSL Help Screen box if the plan contact's contact information should appear on the Contact Us page of PlanSponsorLink.com.
    • Both the Show on PSL and Show on PSL Help Screen must be checked in order for the plan contact's information to appear on the Contact Us Page.
    • Only Addresses and Numbers marked as Primary will appear on the Contact Us Page if the contact has been selected to appear on the Show on PSL Help Screen checkbox.
  8. Click Save.

 

Edit a Plan Contact Role

  1. Hover over the Role and click the Edit icon to the right of the record. An Edit Plan Contact Role pop-up will appear.
  2. Make any appropriate changes and click Save.
    • Users can change the plan contact assigned the role.
    • Check the Please CC box if this contact role should be cc'd on any correspondence.
    • (PSL Add-on Only) Check the Show On PSL box if the plan contact selected and their contact information should appear on the Contacts step of Annual Administration Data Collection projects on PlanSponsorLink.
    • (PSL Add-on Only) Check the Show on PSL Help Screen box if the plan contact's contact information should appear on the Contact Us page of PlanSponsorLink.com
      • Both the Show on PSL and Show on PSL Help Screen must be checked in order for the plan contact's information to appear on the Contact Us Page.

 

Delete a Plan Contact Role

  1. Hover over the Role and click the Delete icon to the right of the record.
  2. The question "Do you want to delete this record?" will appear.
  3. Click Yes to confirm the deletion.

 

Frequently Asked Questions

  • Does Deleting a Plan Contact Role for a contact remove any Plan Interactions where this contact was a participant? Deleting a contact's Plan Contact Role will not delete any Plan Interactions where the contact was a participant in the Interaction.
  • If I deleted a Plan Contact Role for a contact by accident and need to re-add them as a Plan Contact Role, do I need to reassign Website Rights for this person? Yes, Website Rights will need to be added to this Plan Contact again.
  • My client is filling out data collection on PlanSponsorLink and nothing is appearing on the Contacts step for them. What should appear there? If any plan contacts listed on the Plan Contact Roles menu are listed and have Show On PSL checked, that plan contact's role and contact information will appear on the Contacts step of Annual Administration Data Collection on PlanSponsorLink.
  • Can I add myself to multiple plans with full website rights to view Plan information on PlanSponsorLink? PensionPro does not encourage setting employees up as Plan Contacts with full website rights to all of your plans where employees can easily interrupt the data collection process such as census data from the Plan Sponsor side.

 

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