Elevate Your Census Collection
Consolidate Your Collection Efforts
Enhance your workflow and streamline your census data collection with our secure portal PlanSponsorLink.
Hear from Darren Conner, PensionPro Chief Operating Officer, about the power of data consolidation.
The Benefits
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.
Exchange Data and Documents Safely
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Consolidate Data Collection in One Place
Save time for what matters most, 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 even as it is being completed.
Track Your Plan Sponsors' 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.
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.
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 customer, PlanSponsorLink will allow the client to access and sign their 5500 form right from their home page.