ASC’s Plan Document Generation and Management (DGEM) System offers an automated solution for creating, managing, and distributing customized pre-approved documents, Summary Plan Descriptions (SPDs), plan amendments, and administrative forms to clients. Developed by ERISA experts, the system houses all ASC plan documents, enabling users to efficiently generate and manage customized pre-approved documents for various plan types, including profit sharing, 401(k), money purchase, 403(b), and defined benefit plans. Key features include batch creation of plan documents and participant notices, web-based accessibility, customizable delivery packages with e-signature integration, document history tracking, data validation to prevent errors, and elimination of repetitive data entry. The system also facilitates faster processing of interim amendments and simplifies the tracking of plan document restatements. An API is available for plan document data exchange.

Features & Benefits

• Batch Document Creation: Allows for the creation of multiple plan documents, safe harbor notices, and amendment packages simultaneously.
• Web-Based Platform: Provides complete accessibility and functionality through a web browser.
• Customizable Delivery: Enables tailored document delivery packages, including e-signature options via DocuSign.
• Error Prevention: Incorporates data validation to minimize costly errors.
• Efficiency Gains: Eliminates repetitive data entry and streamlines processes like interim amendments and restatements.