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A Better Retirement Plan Document System:
-
Quickly & easily create customized prototype / volume submitter plan documents,
including profit sharing, 401(k), money purchase and defined benefit plans -
Efficiently maintain historical plan information, including plan amendments
and pre-amendment document language -
Simplify the amendment process by creating complete amendment packages
for all your clients at one time -
Eliminate repetitive data entry via fully integrated document system with
ASC valuation and compliance software -
Have confidence because you are using a plan document drafted by
two of the most experienced drafters in the industry -
Your choice: Access the system from our Web-based DGEM Tool or
deploy in-house as needed
Screenshots of our Plan Document System via DGEM
Plan Document Home Page
Create New Client
Import Existing Client
Create New Document
Pre-filled Defaults
Validation Messages
Find Feature
Pre-Populated Forms

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