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Solutions for plan document creation and client onboarding
Online document creation for large and small providers. Retirement client onboarding workflow. Full-service plan drafting and pension consulting. AccuDraft is ready to take on your retirement plan services challenges.
Online Document Creation
Wide variety of DC, DB and specialty plan types
Automation solutions for custom retirement plan documentation
Automate document creation workflow for any process
Solutions for providers of all sized from small to large volumes of plans
Reporting and Data Integration
Use data within plan documents in customizable dashboards and reporting
Import data from business systems and databases to create documents
Export plan data to other business systems
Full-Service Document Preparation
Wide variety of DC, DB and specialty plan types
Document preparation by experienced pension professional and ERISA attorneys
Pension Consulting Services
Plan document design consulting
Plan audit consulting
Custom language drafting services
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