TPA Resources

Training and Procedures Plan Changes and Maintenance Payment and Access Forms Account Corrections

Training and Procedures


 PlanExpress Overview - Details the process of providing plan provisions during the implementation process.

PlanExpress Quick Guide - A quick guide to using PlanExpress.

 Update Vesting Training - Details vesting upload process.

 PSC Reporting Enhancements - Details the available reports on the Plan Service Center.

TPA Partnership Program - Details our partnership program with TPAs.

TPA Annual Compliance Files - Details the files provided after plan year end.

Workflow Routing Options - Detailed options for To Do List workflows.