PlanSponsorLink
PlanSponsorLink.com, our enhanced, integrated portal solution, allows your clients and third parties to easily and securely submit all annual data and retrieve plan documents, admin forms, annual valuations, fiduciary documents and industry bulletins, instantly without costly mailing charges.
- Add PlanSponsorLink.com Intro Video to Your PlanSponsorLink Sign-In Page
- Creating Website Banners using HTML
- How to Complete Data Collection on PlanSponsorLink.com
- Maintaining Bulletins on PlanSponsorLink
- Navigating PlanSponsorLink
- PensionPro 2.0 - Add PlanSponsorLink.com Intro Video to Your PlanSponsorLink Sign-In Page
- PensionPro 2.0 - Establish PlanSponsorLink Branding Guidelines
- PensionPro 2.0 - Maintaining Bulletins on PlanSponsorLink
- PensionPro 2.0 - Removing a Plan Contact's Access to PlanSponsorLink
- PensionPro 2.0 - Resetting a Plan Sponsor's Password
- PensionPro 2.0 - Troubleshoot PSL Login
- PensionPro 2.0 - Understanding the Data Collection Process on PlanSponsorLink
- PensionPro 2.0 - Using Multi-Factor Authentication For PlanSponsorLink
- PensionPro 2.0 - Utilizing the PSL Terms of Service Editor
- Removing a Plan Contact's Access to PlanSponsorLink
- Resetting a Plan Sponsor's Password
- Setting User Preferences on PSL
- Troubleshoot PSL Login
- Understanding the Data Collection Process on PlanSponsorLink
- Using Multi-Factor Authentication for PlanSponsorLink
- Utilizing the PSL Terms of Service Editor