Cycle 4 Defined Contribution Plan Restatements

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).

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.

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

SECURE 2.0 Interim Amendment Wizard

Generate your SECURE 2.0 interim amendments across multiple plans 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.