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.
- Annual Data Collection on PlanSponsorLink
- Bulletins on PlanSponsorLink
- Editing the PSL Terms of Service
- Establish PlanSponsorLink Branding Guidelines
- How to Complete Data Collection on PlanSponsorLink.com
- How-To: Add an Intro Video to the PlanSponsorLink Sign-In Page
- How-To: Add PSL Banners using HTML
- Multi-Factor Authentication For PlanSponsorLink
- Navigating PlanSponsorLink
- PSL Login Troubleshooting
- PSL User Preferences
- Removing a Plan Contact's Access to PlanSponsorLink
- Resetting a Plan Sponsor's Password
- Resource: Blast Emails for New PSL Users
- Resource: Notification to PSL users of MFA activation
- Secure File Exchange