Remove the Burden of Cycle 4 DC Plan Document Restatements
& SECURE 2.0 Interim Amendment Tracking
& SECURE 2.0 Interim Amendment Tracking
Managing Cycle 4 DC Restatements and SECURE 2.0 Interim Amendments across an entire client base can quickly become an overwhelming administrative project. Tracking what has been generated, sent, signed, completed, and still outstanding often creates as much work as the document preparation itself.
ASC’s Client & Task Tracking System (CATTS), integrated with DGEM Plan Documents, helps TPAs bring structure, visibility, and efficiency to the entire process.
CATTS helps manage your restatement and amendment projects from beginning to end:
- Real-time client and DGEM plan document data is automatically populated when CATTS is activated, simplifying setup and reducing ongoing maintenance.
- Track Cycle 4 DC Restatements and SECURE 2.0 Interim Amendments across your entire client base through centralized reporting and task management.
- Monitor document status throughout the process — from draft generation through delivery, signature, completion, and final tracking.
- Coordinate batch document generation, integrated e-signature workflows, and follow-up activities while reducing manual tracking and administrative burden.
- Customize tasks, workflows, and reporting to fit your firm’s operational structure and staffing model.
- Reduce the risk of missed deadlines, inconsistent processing, and incomplete follow-up during large-scale amendment and restatement projects.
ASC helps you manage high-volume projects more efficiently while maintaining greater visibility and control throughout the process.
Reduce manual tracking, improve oversight, and streamline your Cycle 4 DC Restatement and SECURE 2.0 Interim Amendment workflow.
