This high-speed, state-of-the-art suite of web services is designed specifically for Plan Sponsors, their Employee Participants, Financial Advisors, Brokers, and the other major 401(k), 457 and 403(b) providers.

Developed by TruSource e-Business Solutions and available exclusively from TruSource, PlanStat provides Plan and Investment Providers, Plan Sponsors, Financial Advisors, TPAs, Brokers and Participants single point access to all plan, source, fund, and participant account data. These powerful XML-based applications are designed to be scalable and customizable. PlanStat's user-friendly design provides instant access to data, extensive reporting and charting. PlanStat Web Services merge strict financial and regulatory compliance with rigorous information technology security procedures, protocol and best practices.

Many powerful features have been added to PlanStat, many of which were requested by our users. Here's what's new:

• New Fund Data Section.
• A wealth of fund data provided by CBS MarketWatch(TM) is now available to the user in near real-time. Charts, fund performance information, Value Line rankings, sector distribution, portfolio composition, top ten holdings, fees, and much more are now at your fingertips.

• New Educational Resources Section.
• For those who are looking for more information about retirement planning we now have a new Education section with articles, tutorials and calculators. Planning basics, understanding risk, account management and making the most of your plan are some of the many topics covered here. A glossary is now available with terms and definitions. To help in your planning new calculators have been added, and includes Retirement Planner and Asset Allocation calculators.

• New Partner Reports for Plan and Investment Providers
• Analyze contribution, distribution and Financial Advisor activity summaries

• New Plan Highlights.
• Your plan information is now available online with the new Plan Highlights screen. View plan provisions for eligibility, entry, deferral, compensation, contributions, forfeitures, distributions, and loans.

• New Market Information.
• Market information provided by CBS MarketWatch is now available on the new Market Information page. View current Market Activity and a listing of North American Indices.

• Other Updates.
• All User Guide and FAQ pages have now been consolidated into their own sections. A Site Map page is now available. Additionally, users will notice a reduction in page load times in PlanStat 3.0 due to ongoing site optimization efforts by the development team.

• Payroll Manager Module for Plan Sponsors
• Enter or modify payroll data and Participant indicative data
• Generate reports directly from the recordkeeping system in PDF format
• Reports Section for Financial Advisors and Brokers
• View an up-to-date status on all aspects of plan(s) in your book of business
• Examine contribution, distribution and Broker plan summaries
• Partner Reports for Plan and Investment Providers
• Analyze contribution, distribution and Financial Advisor activity summaries
• Email Administration
• Plan sponsors can designate recipients for email notification of important plan-related events
• Online Plan Documents
• Enables participants, plan sponsors and financial advisors to access plan sponsor documents
• Fast and easy navigation of online data resources allows Plan Sponsors, Financial Advisors and Investment Providers to monitor the plan, funds, Participant data and a variety of business reports



• Tools to help Plan Sponsors better analyze the effectiveness and performance of their Plan, as well as monitoring web activity related to their plan



• Multiple login feature allowing the Administrator to assign user accounts and security roles based on need-to-know access requirements



• Data sorting and analyses augmented by in-depth business and activity reports



• Ability to “drill down” into data sets revealing important data in a user-friendly and intuitive way



• Access to Participant statements for up to four prior statement periods



• A highly flexible and powerful search engine



• Improved interfaces designed for ease of use



• Customized page linking users to various useful websites, customized home page and customized download forms page



• Options including a custom web look and feel for sponsors and financial advisors, as well as custom reports

For more information please contact TruSource.   Contact Us