Organize your workflow and spend time on more important activities. The intuitive, easy-to-use design allows you and your staff to track tasks for annual administration, distributions, or other plan-related projects. Choose from a full list of pre-defined workflow templates or create your own from scratch.

You and your staff will have the ability to fully customize, track, and update your workflow. This includes custom reporting capability to provide managers access to workflow status at a firm-wide level.

TPA firms and pension professionals create, store, and share sensitive files every day. EBG Systems can give you peace of mind and accessibility 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.

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.

The Mass Mailer can send emails and files to any number of clients and contacts. Leverage a system that is fully integrated with the Portal's workflow, plan and contact databases, and file manager. Give your staff the means to efficiently send emails to clients overdue on 5500s, notifications for Anniversary Data Requests, or company announcements. Unlimited templates can be created to ease the task of sending regular emails.

Get a complete picture of all your contacts in one location. The Portal stores your contacts, plan sponsors, trustees, clients, employees, and more in one location. With seamless integration, our contact management system makes it easy and convenient to send out emails, assign tasks, track time, and generate reports.

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

Gain a 360-degree view of your pension business

Navigating your daily business tasks has never been this easy. With the dashboard, you can view and manage all aspects of your business. File storage, contact management, deadline tracking and other important functions are available in a single interface. While in the Portal, the dashboard can be opened at anytime, giving you the ability to efficiently access important information. By allowing for multiple sessions and organizing all of your work materials through one interface, the time and energy required to complete key business tasks is greatly reduced.

Everything you need to effectively track time

The Portal's time tracking and billing modules feature rich applications that fit all of your needs. With seamless data integration, dynamic reporting, and management tools, our intuitive time entry interface will automate and organize your time tracking processes. This value-added platform offers benefits to both large and small business. By quickly and accurately capturing time, the Portal can reduce the effort and expense of time management.

• Create reports and select templates

• Keep track of changes with comment options

• Manage your reports in your Report Center

• Set up tasks in Work Center and generate reports

• Set multiple filters to generate reports