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.



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


Store plan sponsor information:

Company Information

Billing & Mailing Addresses

Payroll & Control Group Member Information