Your guide to using PlanSponsorLink (PSL)
PlanSponsorLink is the secure client portal TRA uses to securely share and transmit plan and participant data as well as collect the required information at the end of each Plan Year End (PYE).
How to Login/Register in PSL
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Here are some tutorials to help guide you on as you navigate this beneficial tool:</p>
Year End Census Data Collection Tutorial
Every year around this time, TRA collects census data from their clients. The plan sponsor prepares the census for TRA which includes data such as; employee name, date of birth, social security number, date of hire, date of termination, date of rehire, annual compensation, deferrals, etc. This information is required for TRA to prepare the necessary year end compliance work for your retirement plan. In preparation for that event, we’ve put together a short, simple tutorial to assist you with completing the electronic year-end census data request.
To download our Year-end Data Collection Checklist CLICK HERE
If you have any additional questions you can contact your CRM directly at 888-872-2364.
