High-quality documents from top ERISA experts backed by advanced technology you won't find anywhere else. Serving the solo practitioner to large financial institutions.
Widest array of features and services in the industry
Online Self-Serve Document Creation
Powerful online document creation system offering a full suite of qualified and specialty plans for large and small volume needs.
Automation of Custom Content
Automate the creation any document or form you require in your business - from Plan Admin Guides to annual reports.
Full-Service Document Creation
Don't have the time or expertise to create the documents you need? Let our experienced ERISA staff create documents for you.
Plan Document Consulting
From plan audits to custom SPD drafting, our team of experienced ERISA professionals can handle your legal services needs.
Document Workflow and Collaboration
Empower your sales team and even your clients to participate in the document creation process using workflow-enabled online data capture.
Use our Data-to-Documents services to create large numbers of documents, notices, forms, etc.
Reporting and Dashboards
Use the data inside your documents to gain powerful insights with provision-level reporting across clients and document process reporting.
Eliminate manual data entry. Use data from your business systems to create documents or export document data to your business systems that require it.
Unmatched range of services for
all types of retirement plan providers
Automate the entire retirement services documentation workflow - from plan documents to admin guides to service agreements. Empower collaboration among the various teams involved in your onboarding process using workflow-enabled online interviews. Track the process with sophisticated reporting tools.
Automate the creation of plan documents choosing from a wide array of qualified and non-qualified plan types. Automate the creation of your own custom documentation - from admin policies to custom SPDs. Take advantage of our pension consulting services - from full-service plan creation to VCP program and plan audit services.
Accounting & Financial Advisory
Provide plan documents to your customers, but don't draft enough plans to justify a full plan document creation system? Take advantage of our pre-paid, small-volume programs for qualified and non-qualified documents.