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  • New Features Bootcamp

    As we celebrate the holiday season and look ahead to 2023, we are excited to share recent enhancements to PlanSponsorLink that could help make your work more efficient in the new year!

    We’d like to invite you to our New Features Bootcamp! In this 30-minute Bootcamp, you’ll learn about enhancements to the Business Bundle, including the following:

    • Projects and Project Status
    • Distribution Status
    • Distribution Data Collection
    • Contacts Tab

    Please join us on Thursday, December 1st at 3:00 PM ET. Our goal for this Bootcamp is to give you all the tools you need for a great experience for your clients on PlanSponsorLink. If you are currently on a tier other than the Business Bundle, please join us to see if an upgrade might benefit your firm!

    The best part of all, this Bootcamp is free to attend! So be sure to click the link below to register. We hope to see you there!