DocsEngine Update

New DocsEngine Update Released Today

We are happy to announce several updates to the PPA-approved Volume Submitter Defined Benefit Plan and Defined Contribution Plan.

Volume Submitter Defined Benefit Plan

Administrative forms have been added to the document generation output. As with the EGTRRA version, you will find a resolution, beneficiary designation form, and various administrative policies that may be useful when establishing or amending your client’s plans for PPA.

Prototype and Volume Submitter Defined Contribution Plan

The enactment resolution has been added to the Safe Harbor Notice and document output for 2019 notices and plan implementation.

In response, we have posted an update to the various templates in the DocsEngine software, including Summary Plan Descriptions, Admin Policies, and Base Plan Documents.

Have a Question or Need Information?

As always, if you have any questions on this new update, feel free to contact us at 877-346-5994 or support@accudraft.com.