A primary administrator is a special type of user within the third-party administrator (TPA) portal. This article explains what a primary administrator can do, how to become one, and how to manage users and roles within the TPA portal.

What a TPA Primary Administrator Can Do

A primary administrator has broad access to the TPA portal and firm-level settings:

  • Manage users: Add or remove users and assign them to specific plans.
  • Assign roles: Control the roles each user has for a plan (see role descriptions below).
  • Access the book of business: View all plans your firm services through the portal.
  • Company Contact page: Update firm-level information such as your firm’s name, EIN, address, and phone number.
  • Payment page: Indicate your firm’s preferred payment method for distribution and loan fees.

📌 Note: A primary administrator will not receive plan-specific emails or alerts.
📌 Your firm may have more than one primary administrator.

How to Become a TPA Primary Administrator

If you need to be set up as a primary administrator:

  1. Email tpasupport@myubiquity.com with your request.
  2. Once Ubiquity adds you as a primary administrator, you can add additional primary administrators for your firm if needed.

Updating Company Information in the TPA Portal

Primary administrators can update their firm’s contact details at any time:

  1. Log in to the TPA portal at https://secure.simplyretirement.com/login
  2. From the left navigation, click Company Contact
  3. Edit your company’s name, EIN, phone number, or address
  4. Click Save

Adding New Users to the TPA Portal

When an employer purchases a Simply Retirement Plan by Principal®, the Operational Contact provided during plan creation will receive an email from Ubiquity (tpasupport@myubiquity.com) with the subject line “Access your TPA Portal for your Simply Retirement by Principal plans.” This email includes instructions to register and access the portal.

Once inside the portal, a primary administrator can add new users:

  1. From the dashboard, click Team in the left navigation.
  2. Click Add User and enter the new user’s details.
  3. Assign the user to one or more plans:
    • Click Plan Access for the user.
    • Use the dropdown to select the plan, then click Add Access.
  4. Assign roles for the user:
    • Under Actions, click Edit Roles.
    • Select the appropriate roles (see list below), then click Update Roles.

Available User Roles in the TPA Portal

Each user added to a plan must be assigned at least one role:

  • Administrator – Full access to tools and plan information. Does not receive plan action emails or alerts.
  • Implementations – Can upload the Summary Plan Description and set loan/distribution fees. Receives email and dashboard alerts for setup tasks.
  • Loan & Distributions – Can review and approve participant loan and distribution requests. Receives email and dashboard alerts when requests need review.

✅ All roles have access to Reports and the Help Center.
✅ A user can have more than one role for a plan.

  • To select multiple roles:
    • Mac: Hold down the SHIFT key.
    • PC: Hold down the CONTROL key.

Removing Users from the TPA Portal

Only a primary administrator can remove a user:

  1. From the dashboard, click Team.
  2. Locate the team member.
  3. Click Remove.

Once removed, the user will no longer have access to the TPA portal.

Additional Resources

For more guidance, review our TPA FAQs.

Need Help?

If you need assistance, please contact us at tpasupport@myubiquity.com