Plan Contacts

Plan Contacts is where you can store the Plan Sponsor's contact information, as well as enter contact information for additional Advisors on the Plan.

Accessing Plan Contacts

1. Access the Plan List screen by clicking Plan List in the navigation menu at the top of the page.
2. Click on a Plan Name.
3. Click the hamburger menu icon in the upper left-hand corner next to the FirmPlus logo. The menu will slide in from the left. 
4. Click the Setup option toggle.
5. Click Plan Configuration and then Plan Contacts in the expanded menu.

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Contacts

Plan Sponsor Contact Information 

1. Click the Contacts tab.
2. Enter the Plan Sponsor's contact information for the Plan. This data does not display in reports.
3. Click Save.

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Additional Advisors

You can enter two additional Advisor's Contact Information that will appear on your Report cover pages.

1. Click the Additional Advisors tab.
2. Enter the Advisor contact info info.
3. Click Save.

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Are you wanting to give a contact access to Plan Vault?  For information on adding/editing contacts for Plan Vault, view this article on  Distribution Contacts.

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