Software: Participant Communications

Phone: 703-659-7093 or 734-274-1658

DocsEngine is a powerful Web-based solution that goes far beyond document creation by allowing you to draft, collaborate on, manage and maintain all documents. DocsEngine unique rules-based creation ensures all your documents are consistent, thorough and accurate. We convert your custom documents into business rules and publish them to an online portal. Any authorized user can then automatically create documents – using any standard Web browser – by simply answering a series of questions. As the questions are answered, specific language based on those pre-defined rules is dynamically included, guaranteeing that each and every document you generate contains the correct information.

With LIMITED CENSUS DATA and a FIVE MINUTE UPLOAD FROM EXCEL, the PensionOnline.com website provides you with the ability to present your client with a side-by-side comparative analysis of numerous retirement plans including: Integrated, Age Weighted and New Comparability cross-tested plans, Money Purchase, and 401k (including Simple and SEP). At a glance, sponsors can assess the financial and tax advantages of each plan, and easily identify an optimal solution based on desired budgets and other parameters.