- Your Plan Sponsors enter their data into user friendly web pages
- Plan Sponsor web pages include your logo/branding
- Real time data validations done on the Plan Sponsor side
- Plan Sponsor Status available to you at all times
- Keeps your data consolidated and organized
- Frees up your time to focus on revenue generating work
Data Collection is core to your business. Now your employee census collection can be easier and more efficient then ever, for you and your Plan Sponsors. Using our secure portal, you can share files with your plan sponsors, track progress, send updates and more. Your data collection is consolidated in one place. You’ll know your plan sponsors’ status in the collection process before they submit it to you. You can customize your Plan Questionnaires and Census pages by Plan!