It is important that Plan Sponsors understand the firm's terms and conditions for using PlanSponsorLink. The PSL Terms of Service Editor allows a firm to post a disclaimer that Plan Sponsors must accept before being granted access to PlanSponsorLink.
Tier Availability: Track, Team, Business
Article Contents
- When and Where Do the Terms of Service Appear?
- Using the PSL Terms of Service Editor
- Viewing Terms of Service Acceptance
When and Where Do the Terms of Service Appear?
When the Terms of Service are in use, Contacts will be shown the firm's terms and conditions when signing into PlanSponsorLink for the first time. The Contact must agree to these terms before they can use any PSL features. After this initial agreement, the Terms of Service will not be displayed for that user unless the firm requires re-acknowledgement.
Using the PSL Terms of Service Editor
Requires Security Rights: Maintenance
To add or edit terms and conditions, navigate to Maintenance > Preferences > PSL Terms of Service Editor. This page includes a text editor for entering and styling text; options are available for inserting hyperlinks, adding tables and images, manipulating the HTML source code directly, and more.
When finished, select Save to apply the changes. All changes take effect immediately.
Activating the Terms of Service
PensionPro does not initially display the Terms of Service on PlanSponsorLink, allowing firms the opportunity to prepare their language and styling before it is visible to PSL users. Once the Terms of Service are ready, they need to be activated before users can view and accept them.
To activate the Terms of Service, select More > Mark as Active at the top-left of the PSL Terms of Service Editor. This publishes the Terms of Service and requires acceptance the next time users sign in to PlanSponsorLink.
When the Terms of Service are active, More > Mark as Inactive can be used to remove them; users will no longer be required to accept the terms and conditions in order to access PSL. If the Terms of Service are activated again at a later time, users who originally accepted will not be required to do so again unless the acceptance is manually cleared by the TPA; refer to the next section for more information.
Clearing Terms of Service Acceptance
The firm has the ability to clear or "reset" users' Terms of Service acknowledgements, forcing them to accept the terms again the next time they sign in. This is particularly useful in the event that the Terms of Service have been updated.
To clear user acknowledgements, select More > Clear Acceptance at the top-left of the PSL Terms of Service Editor. This action affects all PSL users.
Viewing Terms of Service Acceptance
Curious whether a user has agreed to the Terms of Service? PensionPro provides the Contact Terms of Service report, which records each PSL user who has accepted the terms, as well as the date of acceptance. Users who have acknowledged multiple times (i.e., after acceptance has been cleared) will include an entry for each instance.
This report is available under Reporting > Web Status Reports > Contact Terms of Service.