Retirement Plan

Document Creation

AccuDraft is back and better than ever.

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 experiences 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.
Bulk Creation
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.
Data Integration
Eliminate manual data entry. Use data from your business systems to create documents or export document data to your business systems that require it.

Powerful combination of technology and pension expertise

AccuDraft combines the flexibility of a leading document assembly platform

with the pension expertise of a top-tier ERISA law firm.

AccuDraft's parent company,
Document Agility, provides an
advanced platform for collaborative
document assembly and reporting.
AccuDraft's pension document content
is maintained and supported by
Plan Document Systems,
the nationally-recognized ERISA
arm of Thompson Hine.

Unmatched range of services for

all types of retirement plan providers 

Financial Institutions
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.
Plan Administrators
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.

1540 International Pkwy

Suite 2000

Lake Mary, FL 32746

Phone

T: 407-374-2240

T: 877-346-5994

F: 407-264-6713

Copyright 1992

AccuDraft

A Document Agility Company