Plan Sponsor Connect (PS Connect) is designed to make employee census collection significantly easier and more efficient for retirement plan professionals and their plan sponsors. The system features user-friendly web pages where plan sponsors can enter their data, which can be customized with the administrator's logo and branding. Real-time data validations are performed on the plan sponsor's side, ensuring data accuracy from the outset. Administrators have constant visibility into the status of each plan sponsor's data submission, keeping all information consolidated and organized. This frees up valuable time for administrators to focus on revenue-generating activities. The secure portal allows for file sharing, progress tracking, and sending updates. Administrators can also customize questionnaires and census pages on a per-plan basis, tailoring the collection process to specific needs.

Features & Benefits

• User-Friendly Web Pages: Enables plan sponsors to easily enter their data online.
• Customizable Branding: Plan sponsor web pages can include the administrator's logo and branding.
• Real-time Data Validation: Ensures data accuracy by validating entries as they are made by the plan sponsor.
• Real-time Status Tracking: Provides administrators with up-to-the-minute status updates on data collection progress.
• Consolidated Data Management: Keeps all collected data organized and accessible in a single location.
• Customizable Questionnaires: Allows administrators to tailor census pages and questionnaires for each specific plan.