Employee Census Collection

Collect Data Faster

Using our secure portal, PlanSponsorLink, you can share files, track progress and send reminders to Plan Sponsors.

Swan

PlanSponsorLink is fast and secure

Our most popular feature allows your contacts to send and receive their information securely and electronically. The user-friendly portal tracks progress within PensionPro and is customized to your brand so that it works seamlessly with your existing website.

Illustration of authorization

Exchange data and documents safely

Data security is mission critical, so having a secure file transferring mechanism is not optional. PensionPro allows for your clients to send and receive files securely without requiring you to maintain yet another service in your firm. Familiarize your clients with a portal that can act as a one stop shop for all of their plan information and correspondence.

Illustration of security

Save time for what matters most

Consolidating data collection in one place, PlanSponsorLink, allows you to combine your questionnaire and employee census to ensure you receive accurate, usable data. PensionPro allows for the collection and receipt of payroll, plan documents and more. Imagine being able to know where your client is in the collection process, before they even return it.

Illustration of time

Track your plan sponsor’s progress

Post your plan documents electronically to the portal, eliminating the need to send via email. Clients can access and download at their convenience, while providing you with metrics to see which documents have been accessed and when.

Illustration of time

Automate status updates

Your clients can access real-time distribution statuses, notes and documents without the need for a phone call or email. This saves time, increases your customer service level, and eliminates important updates getting stuck in spam.

Illustration of dashboards

Lower stress with single sign-on

Eliminate the need for clients to remember multiple logins by taking advantage of single sign-on. If you are an ftwilliam.com 5500 Software customers, PlanSponsorLink will allow the client to access and sign their 5500 form right from their home page.

Illustration of sign-on

PlanSponsorLink is the primary reason I love PensionPro. My clients love its ease of use and my administrators love that you can tell which documents have been viewed and downloaded by our clients.

Mickie Murphy
Mickie Murphy, ERPA, QPA, QKA Customer Since 2016 Employee Benefits Consulting Practice LeaderBlue Benefits Consulting