Plan Document Systems, a subsidiary of Thompson Hine LLP, announces the availability of PlanDocsPlus, the most comprehensive documents and document system in the retirement industry. This solution offers users some of the most flexible plan documents available, delivered through a system with form and functionality comparable to other operating systems used within your organization.
Plan Feature Selection – Customize one or more Adoption Agreements for your organization and/or market segments that offer only those plan features you want to offer.
Mobility – Generate plans from any mobile device at any time from any location.
Distributed Plan Creation – Allow different team members to complete different sections of a plan interview, improving accuracy and eliminating repetitive data entry.
Version Control – Maintain multiple versions of the plan data files used to generate each version of a plan document.
Process Reporting – Gain immediate visibility into the status of each plan. Know exactly who is working on which plans and receive alerts when due dates are approaching.
Plan Feature Reporting – Produce reports and graphs from any elements in the plan. Quickly see which plans include or exclude certain plan features. Use that information to create new opportunities or notify of a change in law or administration.
Mapping Engine – Convert plans from a legacy provider to PlanDocsPlus through an automated mapping solution.
Document Preparation Services – Accelerate the restatement process by utilizing PDS’s additional resources to assist in preparing plan documents.