Transcript AccuDraft-DocsEngine

AccuDraft-DocsEngine
A Bright New Day for Plan Document Creation and Administration
About AccuDraft
AccuDraft is built on over 20 years of successful
authoritative document development experience.
Our customers stay with us because we offer the
most flexible, easy to draft retirement plan and
benefits documents in the industry.
Our satisfied customers include the nation’s leading:
 Pension consulting firms;
 Third-party administration firms;
 Law firms;
 Accounting firms;
 Financial advisory firms;
 Banks; and
 Brokerage firms.
What our customers say about
AccuDraft Documents:
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“Easy to create and execute”
o Interview process plus validation leave no stone un-turned.
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“Written to be understood”
o Written in easy to understand every-day business language.
o Built in a contract-style to maximize ease of creation, execution and
ongoing administration.
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“THE most extensive inventory of documents in the
industry”
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Qualified Prototype (DC) and Volume Submitter Plans (DC and DB)
Cash Balance Plans
ESOPs and KSOPs
403(b)
457(b) (for both governmental and not-profit entities)
Cafeteria Plans
TPA Service Agreement, and
Ancillary documents such as Summary Plan Descriptions, Notices, and Amendments.
Access anywhere, anytime
DocsEngine is a fullyhosted online system
so you never have to
worry about
expensive software
upgrades,
time-consuming
implementation, or
the security of your
data.
Your plan documents
are always just a few
clicks away –
anytime, anywhere
you have an Internet
connection.
Managing Files in DocsEngine
Easily create
folders and
sub-folders
for optimal
organization.
Document Creation
Creating a new document is
quick and easy with
DocsEngine’s intuitive user
interface and navigational
controls.
Intuitive Interview Process
The
Interview
Outline
lets you
jump to any
part of the
interview.
Shaded
page icons
to the left of
each outline
entry
indicate
which
sections
have
unanswered
questions
and the
navigation
buttons
take you
directly to
any
question.
DocsEngine uses a dyamic
interview process and unique
rules-based technologies to give
you unprecedented control over
plan creation and administration.
You can expand the
interview screen or
get additional Help
with the click of a
button
You can submit a plan
with still unanswered
questions for review
purposes
DocsEngine Answer Summary
Produce Editable Documents
Workflow History
Track the progress of a
document and manage
workflow via real-time
document history.
User-to-User Notifications
Communicate
effectively with
other users via
DocsEngine’s
powerful e-mail
based notification
system.
Document Portal
DocsEngine is a
secure online
Filing Cabinet –
share any type of
document or file
safely between
you and your
clients.
Upload ancillary files and other
files in xml or anx format for
optimal document management.
Reporting
Create
custom
reports
based on
user-defined
plan data.
User Administration
Control user access by
assigning varying levels of
system access via a usercontrolled setup menu.
Link to
Link directly to
Checkpoint®, the
industry’s leading
online research
system, for more
in-depth pension
analysis and
guidance.
AccuDraft-DocsEngine
Documents the way you like them, the way
your clients need them.
Contact us anytime for more information.
We look forward to solving your
document needs.
Dawn Frappollo 703-659-7093
[email protected]
and
Kevin Watson 734-274-1658
[email protected]