ASC changes the dynamic of Plan Document Restatements by bringing structure and greater efficiency to your entire restatement workflow.
Batch Processing Provides Immediate & Tangible Time Savings
Reduce your Cycle 4 Restatement workload because documents can be generated in bulk, and packages can be created consistently across an entire client base eliminating the need to process plans one-at-a-time. This directly addresses one of the most time-consuming aspects of a restatement cycle.
ASC Plan Doc’s Restatement Feature automatically maps data from one cycle to the next (ie: EGTTRA to PPA to Cycle 3 – and now to Cycle 4).
- Designed to handle MEPs/PEPs and other complex plans with greater ease and consistency.
Batch Data Validation to Avoid Costly Errors
Batch data validation helps avoid costly mistakes, including specific section references to review. Validate your Cycle 4 Documents in batch, following your batch Restatement, easily identifying provisions to be reviewed. ASC’s Plan Document System is built to handle batch validation for even the most complex plans, giving you the confidence that you stay compliant throughout the restatement process.
Integrated Batch E-Signature Provides Real-Time Visibility into the Status of Documents
ASC Integrated Batch E-Sign enables you to clearly see what has been sent, signed, and remains outstanding. This reduces the need for manual tracking and eliminates much of the back-and-forth associated with chasing signatures.
The Automated Status Tracking and Auto-Capture brings the E-Signed document back into the ASC Plan Document System
Supports MEPs, PEPs, and other complex plan designs while simplifying large-scale signature management and tracking.
SECURE 2.0 Interim Amendment Wizard
Generate your SECURE 2.0 interim amendments across multiple plans, including MEPs/PEPS, simultaneously while reducing manual effort, minimizing risk, and helping ensure you meet the required deadline—December 31, 2026 — with confidence.
Provider-Level Control is a Significant Differentiator.
Under ASC’s model, TPAs act as the Provider and can establish defaults once and apply them across all adopting employers, rather than making the same decisions repeatedly at the Employer level. This not only improves efficiency, but also reduces variation and the risk of inconsistencies—enabling a higher level of standardization. It also results in fewer required signatures, which becomes a significant advantage when adopting Interim Amendments, where reducing Employer-level elections and signatures can meaningfully streamline the process.
ASC API Takes Reducing Work to a Higher Level
ASC API adds another layer of efficiency as it can be employed to automate certain provisions, initiate validations, call finalized provisions to synch with other systems, call SPDs for distribution or posting on sponsor and/or participant web portals, and much more.
Manage Your MEPs/PEPs and Other Complex Plans with Confidence
ASC’s time-saving automation and integrated document systems are built to efficiently support MEPs, PEPs, and other complex plan structures throughout the Cycle 4 restatement process. Whether managing a handful of adopting employers or large-scale plan relationships, ASC helps reduce manual workloads, improve consistency across documents, streamline workflows, and eliminate duplicate data entry across documents, testing, and reporting.
ASC’s integrated approach helps firms scale more efficiently, manage high-volume restatement activity with greater control, and support more plans without increasing administrative burden.
* 2-year DC Plan Document Restatement period is estimated to open October 1, 2026
