Plan Documents

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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

DGEM Plan Document Home Page
Plan Document Home Page

Create New Client
Create New Client

Import Existing Client
Import Existing Client

Create New Document
Create New Document

Pre-filled Defaults
 Pre-filled Defaults

Validation Messages
 Validation Messages

Find Feature
 Find Feature

Pre-Populated Forms
 Pre-Populated Forms