DocsEngine for Pensions
You may have automated the creation of your pension plan documents. But do you still rely on error-prone manual processes to generate the many other related contracts – such as service agreements, investment policies, and plan amendments?
AccuDraft’s DocsEngine for Pensions is a powerful Web-based solution that goes far beyond document creation by allowing you to draft, collaborate on, manage and maintain all your pension-related documents. As a result, it dramatically increases the efficiency and accuracy of pension account set up and maintenance.
DocsEngine for Pensions’ unique rules-based creation ensures all your documents are consistent, thorough and accurate. We convert your custom documents into business rules and publish them to an online portal. Any authorized user can then automatically create documents – using any standard Web browser – by simply answering a series of questions. As the questions are answered, specific language based on those pre-defined rules is dynamically included, guaranteeing that each and every document you generate contains the correct information.
With a software-free, fully-hosted solution model, DocsEngine for Pensions minimizes dependence on IT resources and eliminates the need to implement costly infrastructure.
Accelerate High-Volume Plan Document Production and Revision
Are regulations like EGTRRA, or clients freezing, terminating, or scaling back their retirement plans as a result of the unstable economy forcing you to amend hundreds - or even thousands - of plan documents?
Learn more about our new Document Automation Service (DAS), a comprehensive package that combines our market-leading
DocsEngine for Pensions software with consulting services delivered by our team of skilled, knowledgeable professionals with decades of experience
in the retirement plan and employee benefits industries. With DAS, you can quickly, easily, and economically create, modify, and manage
even the highest volume of plan documents.
Download the DocsEngine for Pensions Product Brief
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DocsEngine Pensions Offers:
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Collaboration – allow field and home office staff, or staff in multiple offices to share and work on documents
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Extensive Security – role-based user permissions ensure only authorized access to confidential documents
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Document Management – users can track statuses, search documents, and perform analysis on document provisions
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Data Exchange – easily exchange document data with your other business systems
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Specialty Plans – Full support for specialty plans including HSA plans, UniK plans, 403b, 457, and others
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