Your Census Collection Process Can be Easy
with Gemini Plan Sponsor
Join Bob Long and Tom Lusby's September 1st webcast and discover how ASC's Gemini Plan Sponsor Web Portal automates your census collection so you can obtain clean, scrubbed census data directly from your clients and exchange confidential plan data securely over the web as well!
Additionally, Bob Long and Tom Lusby will review the time saving and organizational tools your clients will use and value every day such as:
• Enhanced organization with all administrative forms available in one place, online and up-to-date, for immediate online access by sponsors
• Improve communication with your clients and make important items such as compliance tests, results and valuation reports electronically available to sponsors & other interested parties
• Provide time sensitive documents such as Restatements, Safe Harbor Notices & amendments to plan sponsors easily & quickly using ASC's Plan Document System's 1 step publishing function
• Provide a secure way for clients to remit confidential & or time sensitive data (examples: census files, loan applications, distribution forms, & QDROs)
Also, the Gemini Web Portal allows you to create a highly professional online presence for your clients. You can easily customize the look and feel of your clients' web pages with colors, fonts, and menus that fit your client needs.
Our Plan Sponsor Portal is available to daily valuation plans as well as for traditional balance forward and "compliance only" plans as well - including DB!
The Gemini Web Portal is just one out of many benefits of the ASC DC/401k and DB Administration System.
Per the IRS, software update and training webcasts do not qualify for CE credit.
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