BlueStar is able to send plan data to partners of our clients through a variety of secure methods including SFTP, API, and secure email. These can be drafted for existing integrations, like iJoin, Prism, or FiduciaryBenchmarks, or for new fees. In order to send this data, we must receive a signed Data Transmission Agreement (DTA) from the plan sponsor/administrator.

To draft, grab the newest copy of the DTA template here:

We must include any and all data points in an explicit appendix page of the DTA. Examples of a variety of formats are attached.