austin3515 Posted February 19, 2020 Posted February 19, 2020 Client sent me a screen shot of their prior TPA's data collection module. It seems to be called "Plan Sponsor Link". There are several tabs across the top of the screen, including one that says "Annual Data Collection". Underneath there, are a series of "Steps" including General Information, Principal information (e.g., owners and officers listings), Family relationships, Other Businesses, etc. Green Checkboxes appear for steps that are complete. It's obviously a program someone built for TPAs. And it looks awesome. Really awesome. Does anyone know the name? I figure some of you are probably using it too. Austin Powers, CPA, QPA, ERPA
austin3515 Posted February 19, 2020 Author Posted February 19, 2020 https://pensionpro.com/solutions/features/plansponsorlink/ Thank you Lois Baker! Austin Powers, CPA, QPA, ERPA
C. B. Zeller Posted February 20, 2020 Posted February 20, 2020 I like it. We've been using PensionPro for years, not just for data collection, but workflow management, secure file transfers, and there's a Sales Pitch module which I hear from our new business folks is very good. Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
austin3515 Posted February 20, 2020 Author Posted February 20, 2020 I really like that system periodically is sending out reminder emails to this client. Definitely will need to get a demo. Following up on missing data definitely takes time and can be hard to keep up with... Reminds me of the 5500 software that sends out weekly reminders so we don;t have to. And we use Sharefile for secure file transfers but generally can;t stand it. Austin Powers, CPA, QPA, ERPA
justanotheradmin Posted February 20, 2020 Posted February 20, 2020 I will say it's what you make of it. How the projects are set-up, the reminders, the e-mails, etc are all customized by the TPA. If you don't have someone in your firm who is willing to be the person to manage all the templates or settings in PensionPro it might not be very helpful. For teeny tiny shops I would say it might be hard to use. If a TPA is large enough that keeping track of everyone's progress, project management, and CRM is important, then it's worth looking at. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
Bill Presson Posted February 20, 2020 Posted February 20, 2020 4 hours ago, austin3515 said: I really like that system periodically is sending out reminder emails to this client. Definitely will need to get a demo. Following up on missing data definitely takes time and can be hard to keep up with... Reminds me of the 5500 software that sends out weekly reminders so we don;t have to. And we use Sharefile for secure file transfers but generally can;t stand it. Austin, we just started with it and I really like it so far. It's going to take some getting used to across the whole firm, but it gives us the options we needed versus using our in house product. You should talk to Ms Katie Boyer. She'll provide the demo. I've got her contact info if you want it. WCP William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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