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Plan Sponsor Portal

TPA firms and pension professionals create, store, and share sensitive files every day. EBG Systems can give you peace of mind and accessiblity that will set you apart from your competitors. Our file management system allows you to securely store all of your plan related and business documents in one location with 128-bit encryption.

As a web-based solution, you can easily organize, share, and archive your documents anytime and anywhere. Send files to clients, receive updates on file uploads and downloads, and customize your folder structures.






 Sharing

  Exchange sensitive documents with plan sponsors and clients

   Inbox/Outbox: Share files with clients through individual dropboxes

   Security: Transfer sensitive files with 128-bit encryption

   Customization: Create client folders and control who can access files



 Annual Data Requests

  Automate the data collection process

   Online Form: Clients can securely enter, edit, and approve your annual data requests online

   Employee Access: Information is instantly available for your staff

   E-sign: Clients can sign the completed packets directly online


 Distribution Processing



   Submittal: Clients can securely submit distribution information for participants directly to your employees

   Attachments: Conveniently attach documents to each distribution

   Tracking: Establish a timeline for each distribution process


 Census Processing

  Collaborate with clients on census information

   Online Form: Clients can securely submit distribution information for participants directly to your employees

   Attachments: Conveniently attach documents to each distribution

   Tracking: Establish a timeline for each distribution process