Pension Document Solutions
DocsEngine for Pensions
Seminars & Services

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Sales at 800-950-1216

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You may have automated the creation of your retirement 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 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’s 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 minimizes dependence on IT resources and eliminates the need to implement costly infrastructure.

Accelerate High-Volume Plan Document Production and Revision

Are IRS, DOL and other regulations, 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 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 product brief (in PDF)

DocsEngine Offers:

Collaboration – allow field and home office staff, or staff in multiple offices to share and work on documents

Extensive Security – role-based user permissions ensure only authorized access to confidential documents

Document Management – users can track statuses, search documents, and perform analysis on document provisions

Data Exchange – easily exchange document data with your other business systems

Specialty Plans – Full support for specialty plans including HSA plans, cash balance, E/Ksop, 403b, 457, and others

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