Database for Plan-Related Items

The Portal is a secure, centralized database for all of your plan and business related items. From confidential documents to contacts and plan information, the Portal will store everything you need to run your pension business. Your database will be fully integrated with all of the Portal's applications. You can use your contacts to assign tasks and projects, send out mass emails and annual data requests, track time, and share important documents.

Plans

Store plan information:

Provisions: Basic Plan Information, Eligibility, Definitions, Features, Contribution Type

Formulas: Contribution/Allocations, Matching, Classes, Forfeitures, Benefit, Vesting, and more

Distributions and Loans

Services: First Year and Final Year Admin, Valuation

Sponsors

Store plan sponsor information: