TriStar Pension Consulting Introduces Clients to New Secure Portal
In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.
Oklahoma City, OK, November 22, 2014 --(PR.com)-- TriStar Pension Consulting, a retirement plan consulting and administration firm, announced the debut of their new secure client portal.
In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link's new secure web portal as a means of exchanging confidential data. This portal can be accessed from the TriStar website by clients and their financial counterparts (advisers and CPA's). This software will enable TriStar to send and receive important documents to and from clients with confidence.
Clients can now set up their personal login credentials to begin utilizing portal features. Once a TriStar administrator drops a document in the client's portal, the client will receive an e-mail notification. "Our team is looking forward to this new process as a way to improve communications and workflow," says Breanne Mollman, Marketing Director for TriStar.
With this new software, clients will have ongoing and immediate access to their; census data, legal plan documents, administrative forms, required notices, and compliance reports. "Having one major hub for all of the client's data will tremendously cut back on administrative time for our clients as well as for our plan administrators," Mollman says of the new software.
TriStar was founded in 1999 and has been providing third party administration services to retirement plan sponsors all over the southwest. They specialize in complex retirement plan designs for companies with 1 to 5,000 employees. TriStar strives to provide prompt, courteous, and accurate services to clients from a myriad of industries.
In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link's new secure web portal as a means of exchanging confidential data. This portal can be accessed from the TriStar website by clients and their financial counterparts (advisers and CPA's). This software will enable TriStar to send and receive important documents to and from clients with confidence.
Clients can now set up their personal login credentials to begin utilizing portal features. Once a TriStar administrator drops a document in the client's portal, the client will receive an e-mail notification. "Our team is looking forward to this new process as a way to improve communications and workflow," says Breanne Mollman, Marketing Director for TriStar.
With this new software, clients will have ongoing and immediate access to their; census data, legal plan documents, administrative forms, required notices, and compliance reports. "Having one major hub for all of the client's data will tremendously cut back on administrative time for our clients as well as for our plan administrators," Mollman says of the new software.
TriStar was founded in 1999 and has been providing third party administration services to retirement plan sponsors all over the southwest. They specialize in complex retirement plan designs for companies with 1 to 5,000 employees. TriStar strives to provide prompt, courteous, and accurate services to clients from a myriad of industries.
Contact
TriStar Pension
Breanne Mollman
405-848-4015
www.tristarpension.com
Contact
Breanne Mollman
405-848-4015
www.tristarpension.com
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