Intelligent Automation

Reduce Risk. Increase Accuracy, Efficiency and Profits

Automate Anything. Control Everything.

From Plan Creation to Year-End Admin & Compliance Testing to 5500 filings, ASC’s intelligent automation tools empower TPAs to streamline every step – while you remain always in control.

Single Step Processing (SSP)

SSP (Single Step Processing) modernizes retirement plan administration by providing true end-to-end automation of your year-end processes while you stay fully in control.

From Census Import, Validations, Allocations, Compliance Testing, Corrections & Solving, through Reporting and Final Extracts.

Sound unbelievable? See for yourself why 40% of the largest financial institutions in the country have been using SSP for years. Now, available to TPAs of any size.

Are you an ASC Plan Document or 5500 client? Exchange and update your retirement plan information with ASC’s DGEM API.

This API allows for batch export of client and plan data, including plan document provisions, export of 5500 & schedule data, ability to create plan documents, and much more. This functionality eliminates manual efforts and errors, facilitating efficient, automated exchange of data, saving you valuable time and resources. 

DGEM API can also be customized to accommodate your needs.

ASC’s DGEM 5500 Volume Service is designed for firms managing a substantial number of retirement plans. It can be added to the core 5500 Series product, which is EFAST2 Approved and includes associated schedules A, SB, MB, C, D, G, H, I, & R.

Examples of DGEM 5500 Volume Services Features:

  • Custom Imports from recordkeeping system and third-party data for 5500/SF/EZ and related schedules
  • Custom “Move Forward" Wizard in a single batch w/answers from prior year
  • Generating 5500 and 8955 PDFs in a single batch
  • Validate 5500 and 8955 Forms in a single batch
  • Invite signers in a single batch
  • API Available

Simplify your data collection with Plan Sponsor Connect (PS Connect), ASC’s innovative data collection solution for TPAs and Plan Sponsors! This modern, fully hosted web portal provides a streamlined process for exchanging data securely, via an easy-to-use interface.

Increase your efficiency with customizable online questionnaires, census submissions with data validation, and real-time dashboards for status tracking. Plus, secure file-sharing capabilities and seamless integration allow you to track progress, send updates, and provide important plan-related documents reliably without the potential for manual data entry mistakes.