Every TPA's book of business starts with companies. In CX, a company record is the anchor point for everything related to a client relationship — their retirement plans, contacts, payroll connections, projects, files, email history, and health score all flow from it. Plans are child records of companies.
Understanding how these two objects relate to each other is essential before you start managing work in CX.
Before You Begin
You need the View Clients permission to view company records. To create or edit companies, you need Create Clients or Update Clients permissions.
View Your Book of Business
Click Companies in the left sidebar.
You should now see: a list of all companies you have access to, sorted by Pulse score by default. Each row shows the company name, status, Pulse label, internal staff assignee, and key metrics by default.
Use the filter bar at the top to narrow by status (Active, Onboarding, Prospect, etc.), assignee, tags, payroll status, or custom data fields.
Click any company name — for example, ColorWave Solutions — to open the full company record.
Understand the Company Record
Inside a company record, you'll see the following information shown in the center card along with the right hand card:
Overview — core company information (name, EIN, address, business type, NAICS code), custom data fields, tags, and the AI-generated summary of recent interactions.
Plans — all retirement plans associated with this company. Each plan shows its type, plan year, status, and participant count.
People — three categories of contacts. Assignees are your internal team members responsible for the relationship. Company Contacts are people at the client company (HR directors, plan sponsors). External Contacts are third parties like financial advisors or CPAs.
Projects — active and completed projects linked to this company (census collection, onboarding, annual filings).
Files — the company's root file directory (internal) and shared directory (portal-accessible).
Email — conversations automatically linked based on the company's website domain.
Payroll — connected payroll providers, sync status, and compensation mapping configuration.
Understand Company Status
Every company has a status that controls portal eligibility and helps your team track the client lifecycle:
Prospect (default for new companies) — a potential client not yet onboarded
Onboarding — actively being set up in CX (portal-eligible)
Active — a live, managed client (portal-eligible)
Terminating — in the process of off-boarding (portal-eligible)
Inactive, Terminated, Vendor, Competitor, etc.. — not portal-eligible
Important: Only companies with Active, Onboarding, or Terminating status can have client portal access. If a plan sponsor reports they can't access the portal, check the company status first.
Understand How Plans Relate to Companies
From a company record, in the top of the lower middle of the center card you can view the Overview tab. This card displays all of the retirement plans linked to this company.
Click a plan — for example, RSK Design Construct 401(k) Profit Sharing Plan — to see the plan record.
A plan record contains provisions (eligibility rules, contribution formulas, vesting schedules), participants, plan years, census data, and associated assets. Plans are always linked to exactly one parent company. If a company is deleted (soft delete), all associated plans are also deactivated.
Tip: When your firm administers MEPs or PEPs (Multiple Employer Plans or Pooled Employer Plans), the plan structure type field becomes available if your team has the MEP feature flag enabled. This lets you model the primary plan with joinder companies underneath.
What Success Looks Like
You can navigate to any company in your book of business, understand its status and health score, view associated plans, and know where to find contacts, projects, files, and email history. You understand that companies are the parent object in CX and that everything else — plans, tasks, payroll, portal access — flows from the company record.
Related Articles
Managing Your Book of Business — create companies, run bulk operations, and export data
Working with Projects and Tasks — launch and manage work for your companies
Connecting Payroll — link a company's payroll provider for automatic census data flow