Bulletins are a convenient, easy-to-use option for TPAs who need to distribute information uniformly across all Plan Sponsors. Instead of sending attachments to Plan Contacts via Blast Email, a file can be added to PensionPro as a Bulletin, which is then posted to PlanSponsorLink for all users.
Tier Availability: Track, Team, Business
Article Contents
Bulletins work best when sharing important industry news or generic documents online—items that are useful to Sponsors, but which aren't time-sensitive or specific to any one Plan. All PlanSponsorLink users will be able to access the Bulletin at any time via the Bulletins tab.
Enabling PSL Bulletins
Requires Security Rights: Maintenance
Bulletins can be added to PensionPro at any time; however, if the Bulletin tab is not enabled on PlanSponsorLink, Contacts will be unable to view these items. This setting is managed via PlanSponsorLink Preferences. To enable the Bulletins tab:
- Navigate to Maintenance > Preferences > PlanSponsorLink Subdomains. The corresponding grid opens in a new tab.
- Double-click a subdomain in the grid to open it at the Preferences view.
- Locate the Show Bulletins Tab preference. If necessary, set it to Yes.
The Industry Bulletins Title preference also found in this grid can be used to customize the name of the tab as shown on PSL.
Managing Bulletins
PensionPro users can access Bulletins from the navigation menu by selecting Communications > Bulletins. The PlanSponsorLink.com Bulletins grid lists each Bulletin already added, with its title, description, and the date it was added.
Hovering over a Bulletin in the grid displays the Edit and Delete
options on the right-hand side. Deleting a Bulletin requires the Delete Documents Security Rights.
Double-click a Bulletin to download its included file. This file cannot be changed; if needed, delete or archive the Bulletin and create a new one.
Adding a Bulletin
To add a new Bulletin to PlanSponsorLink:
- Select Add
at the top-right of the grid. The corresponding window displays.
- Use the File Selection box to choose the file to include with the Bulletin.
- Set a Title and Description.
- These will be visible to Plan Sponsors.
- (optional) Select Show On PSL to post the file to PlanSponsorLink.
- If this option is not enabled, the Bulletin will be added to the grid in PensionPro but won't be visible to Plan Sponsors.
- Select Save.
Hiding, Archiving, and Deleting Bulletins
Multiple options are available for organizing the Bulletins grid and controlling what Bulletins are posted on PlanSponsorLink, as detailed in the below table.
| Option | How to use | Notes |
|---|---|---|
| Show on PSL | Enable/disable a Bulletin's Show on PSL setting | Hides the Bulletin from PSL; the TPA can still view it in the Bulletins grid. |
| Archive | Enable/disable a Bulletin's Archived setting | Hides the Bulletin from PSL (overrides Show on PSL). Also hides the item from the Bulletins grid by default; can be viewed by using More |
| Delete | Hover over the Bulletin and select Delete |
Permanently removes the Bulletin. This option requires the Delete Documents Security Right. |
Viewing Bulletins on PlanSponsorLink
Plan Sponsors can view all available Bulletins on the corresponding tab of PlanSponsorLink. Bulletins are listed with the newest on top; use the Download option to download the included file to the device.