Access your Trustee Document Management Site
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More about the Trustee Document Management Web Service
ABPA offers Trustees and Plan professionals access to a web-based tool that allows them to store, track and organize important Plan documents. The secure document management system provides easy access to all Trust documents, from Board meeting agendas and minutes to timely financial and performance reporting on key metrics. The simple storage and retrieval program means no more misplaced or miss-filed reports.
Here are just a few benefits of the system:
- Central document coordination site for everyone involved in Trust Fund management
- Secure storage for agendas, minutes, reports for easy retrieval 24/7. No more misplaced copies. Your auditor will love it!
- Reduced file storage, meeting and follow-up costs
- Documents remain in original condition – forever!
- Copies can be reproduced directly from the Web site
Contact your ABPA account executive for more information about this service or contact ABPA Sales and Marketing at 888-261-2272 / 888-261-ABPA or, e-mail sales@abpa.com.