ABPA is now offering 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. “We can actually begin to imagine a paperless environment where all necessary documents and forms are within easy reach. It even means that when Trustees and Plan professionals have access to the same information, Trust meetings could actually be held on-line reducing travel and meeting costs,” says Fred Bunnell, ABPA Senior Account Executive, Phoenix, Arizona.

 

Documents can be reviewed without having to request paper copies from the administrative office and Trust meetings can be held using laptop or desktop computers without the need to produce large volumes of printed material.

 

Here are just a few of the systems benefits:

Central document coordination site for everyone involved in Trust Fund management