Optional Web Site Enhancements

Our TPAsites package includes everything you need to have a professional, fully functional web site. However, you have the flexibility to enhance your site with with the following options:

Let Your Clients Upload Census and Payroll Information By Clicking a Link on Your Home Page
Downloadable Forms
Additional Customized Pages
Customized Web Page Layout

Let Your Clients Upload Census and Payroll Information By Clicking a Link on Your Home Page

With increasing federal and state compliance regulations and concerns about protecting information privacy, it is becoming critically important to exchange sensitive information via secure methods. However, it remains common practice today of many companies to send confidential information via email. Unfortunately, many people are not aware that files sent by email travel across the Internet completely unencrypted.

Our secure file exchange service, called SecureFileX, is quick and easy to use. It offers a convenience similar to email attachments, only with far greater security. And you can exchange files that exceed email size limitations. There is no software to download or maintain and virtually no learning curve. If you can access the Internet and download a file, you are ready to use SecureFileX.

A secure way to transfer census, payroll and other confidential information between you and your clients.

Subscribe to SecureFileX and we will, at no additional cost, put a link on the home page of your web site that will take your clients directly to your personalized log-in page. Click here to learn more about SecureFileX.


Downloadable Forms

You may add downloadable forms to your Links page such as:

Administrative forms:  beneficiary designation, participant enrollment, participant direction of investments, loan application, hardship application, distribution request and tax notice, etc.
Request for proposal
Employee census form
Year-end questionnaire
Fee schedule
Plan administrators guide

You simply provide your firm's form to us as a PDF file. The charge to upload a form and link it to your web site is $25 per form. If you need us to convert a Word file into a PDF form for you, the charge to create the PDF form, link it to your web page, upload it to the Internet and test it is $75 per form. If the form consists of ten or more pages, this charge may be higher depending on the complexity of the form.


Additional Customized Pages

You may add additional customized pages to your site such as:

Frequently Asked Questions
Company News
Employee Directory
Privacy Policy
Careers

Set up costs for these customized pages will depend upon their complexity. Please contact us with your requirements, and we will be happy to provide a quotation for setting up your additional pages. For a simple, text only page such as a Frequently Asked Questions page, the cost is generally a one time charge of $100 if included with the initial site set up.


Customized Web Page Layout

In order to keep the set up fee affordable, the web pages of our five layout choices have been standardized. If you are interested in having a web site with a different look than our standard layout, we will be happy to provide a quotation for customizing your web pages.

top of page