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.

 
 
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Sharing

Exchange sensitive documents with plan sponsors and clients

Inbox/Outbox: Share files with clients through individual inboxes

Security: Transfer sensitive files over an encrypted connection

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 

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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