4 steps

4 steps

  • [+] Why select ASC as your successor plan document provider?

    ASC is a privately held firm with stable leadership and proven track record for providing industry leading software in the retirement plan industry for more than 34 years.

    ASC’s Document Generation and Management (DGEM) system offers our unique approach in managing your prototype, volume submitter and specialty plan needs.

    • Create prototype and volume submitter documents within a user-friendly system designed with built-in default provisions and comprehensive validation checks.
    • Generate summary plan descriptions (SPD’s) that reflect the entire plan, with customizable language.
    • Flexible Plan Amendment Options using Restatement approach or the Substitute Clause approach.
    • Retain and track document history of each plan maintained by each plan sponsor.
    • Easy to Use Search/Find Feature – generate customized searches of plan provisions across the database.
    • Generate batch Safe Harbor Notices, QDIA’s and administrative forms based on specific plan features.
    • Flexible document delivery options – including direct email and electronic signature capabilities.
    • Document Support – documents are drafted and supported by ERISA Expert and ASCi Principal John Griffin, J.D., LL.M.
    • Integrates seamlessly with ASC’s Valuation, 5500 and Client and Task Tracking Systems.
    • Publish documents directly to ASC’s Gemini Plan Sponsor Web Portal.


Have an ASC/MHCO transition representative contact me