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Peninsula Resources

Everything you need to succeed with Peninsula.

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Documentation

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User Guides

For plan sponsors:
  • Getting started guide
  • Annual administration process
  • Using the participant portal
  • Data submission guidelines
  • FAQ
For TPAs:
  • Platform overview
  • Administration workflows
  • Client onboarding
  • Best practices
  • Technical documentation

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Video Tutorials

Available topics:
  • Platform overview (10 min)
  • Census data processing (15 min)
  • Running compliance tests (12 min)
  • Generating reports (8 min)
  • Client portal walkthrough (7 min)

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Support

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Contact Options

Email Support:
  • Email: [email protected]
  • Response: Within 1 business day
  • Best for: Non-urgent questions
Phone Support:
  • Available: 9am-5pm ET
  • For: Urgent issues
  • Priority for Enterprise clients
Chat Support:
  • In-platform chat
  • Quick questions
  • Technical help

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Support Hours

Standard:
  • Monday-Friday: 9am-5pm ET
  • Email monitored evenings/weekends
Enterprise:
  • Extended hours available
  • Dedicated support line
  • After-hours emergency support

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Training

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Live Training

Webinars:
  • Monthly training sessions
  • Topic-specific workshops
  • Q&A sessions
  • Recorded for later viewing
Custom Training:
  • Tailored to your team
  • On-site or virtual
  • Flexible scheduling
  • Ongoing education

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Self-Paced Learning

Learning Center:
  • Video tutorials
  • Step-by-step guides
  • Best practices
  • Tips and tricks
Certifications:
  • Peninsula Administrator certification
  • Advanced features certification
  • Continuing education credits

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Community

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User Forum

Connect with peers:
  • Ask questions
  • Share best practices
  • Learn from others
  • Vote on features

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Events

Annual Conference:
  • User presentations
  • Networking
  • Product updates
  • Expert sessions
Regional Meetups:
  • Local gatherings
  • Casual networking
  • Knowledge sharing

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Updates & News

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Product Updates

Release notes:
  • New features
  • Improvements
  • Bug fixes
  • Coming soon
Frequency: Monthly

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Newsletter

Topics covered:
  • Product news
  • Industry updates
  • Tips and tricks
  • Success stories
Frequency: Monthly

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Regulatory Updates

Stay informed:
  • DOL guidance
  • IRS changes
  • Compliance alerts
  • Action required
Delivery: As needed

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Tools & Templates

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For TPAs

Available downloads:
  • Client onboarding checklist
  • Data submission templates
  • Communication templates
  • Sales materials
  • Marketing resources

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For Plan Sponsors

Available downloads:
  • Census template
  • Distribution request form
  • Beneficiary designation form
  • Plan summary template

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FAQ

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General Questions

Click “Forgot Password” on login screen, or contact support.
Email [email protected] or use in-app chat.
Log in to your account and visit the Learning Center.
Yes, you can export all your data at any time.

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Technical Questions

Chrome, Firefox, Safari, and Edge (latest versions).
No app required - the platform is mobile-responsive.
Bank-level encryption, SOC 2 certified, regular audits.
Automatic daily backups with 30-day retention.

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Additional Help

Contact Support

Get help from our team

Schedule Training

Book a training session

Feature Request

Suggest an improvement

Report Issue

Report a technical problem