You are here: TSM SmartClient Menu Options > Setup Menu > Plans > Internet Setup > Sponsor Site
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Sponsor Site

Use the Sponsor Site setup option to define plan parameters for accessing the Plan Sponsor Site.  The screen contains 8 tabs: Plan Information, Participant Info, Investment Info, Management Rpts, Other, Profile, Menu Setup, and Vendor Exchange.

Plan administrators can do the following when accessing the Sponsor Site:

·         View participant balance information (By fund, by source, details)

·         Change participant indicative data (and view participant PINs)

·         View plan balance information (By fund, by source, details)

·         View documents created by the TPA

·         Upload files to the TPA's web server

·         View various management reports (Participant Diversification, Asset Allocation, Average Balance by Age Group, etc.)

·         Add/Modify participant census information

·         Make payroll entries including contributions, wages, hours, and loan payments

How to Access the Sponsor Site Screen

On the Setup menu, point to Plans, then point to Internet Setup, and then click Sponsor Site.  The Sponsor Site window displays.