Client Login
Plan Sponsor Portal
TPA firms and pension professionals create, store, and share sensitive files every day. EBG Systems can give you peace of mind and accessiblity that will set you apart from your competitors. Our file management system allows you to securely store all of your plan related and business documents in one location with 128-bit encryption.
As a web-based solution, you can easily organize, share, and archive your documents anytime and anywhere. Send files to clients, receive updates on file uploads and downloads, and customize your folder structures.
Sharing
Exchange sensitive documents with plan sponsors and clients
Inbox/Outbox: Share files with clients through individual dropboxes
Security: Transfer sensitive files with 128-bit encryption
Customization: Create client folders and control who can access files
Annual Data Requests
Automate the data collection process
Online Form: Clients can securely enter, edit, and approve your annual data requests online
Employee Access: Information is instantly available for your staff
E-sign: Clients can sign the completed packets directly online
Distribution Processing
Submittal: Clients can securely submit distribution information for participants directly to your employees
Attachments: Conveniently attach documents to each distribution
Tracking: Establish a timeline for each distribution process
Census Processing
Collaborate with clients on census information
Online Form: Clients can securely submit distribution information for participants directly to your employees
Attachments: Conveniently attach documents to each distribution
Tracking: Establish a timeline for each distribution process
