Trustee Document Warehouse/AgendaNow

Product Overview

The Document Warehouse is a central repository of all essential trust/plan documents. The warehouse can be updated and accessed by Plan staff, designated professionals, and Trustees. Access to areas of the Warehouse may be limited or restricted based on the individual’s status and access rights. AgendaNow™ is a feature of the warehouse enabling trustees and plan professionals to download the entire Board meeting agenda package to their personal computers with a single mouse-click.

Types of Documents

• Board Meeting Agendas
• Summary Plan Descriptions
• SMMs
• Bargaining Agreements
• Reciprocity Agreements
• Vendor Contracts
• Trust Agreements/Declarations of Trust
• Investment Policy/Reports
• Actuarial/Consulting Reports
• 5500s
• Audit Reports
• Financial Statements
• Minutes of the Board Meetings
• Summary Annual Report
• Trustees and Plan Professionals Contact List
• Collection Reports/Delinquency Reports

Product Features

• Documents can be stored in any format: PDF, Word, Spreadsheet, HTML
• Documents can be uploaded by any designated person
• Easy-to-use Browser access
• Within each Board meeting agenda document posted, reports and other uploaded files may be internally linked to the relevant agenda items for one-click viewing or downloading (offsite or at the meeting).
• Documents can be marked as current, draft, or archival so that the warehouse can be used to maintain copies of all historical reports and documents. The warehouse can also be used as a working area for Plan professionals and trustees to distribute, review, and update communications which are in development.