For most non-governmental qualified retirement plans and 403(b) plans, the CARES/SECURE Acts Interim Amendment (CSIA) and SECURE 2.0 Act Interim Amendment (S2IA) deadline is December 31, 2026.
Retirement Plan Service Providers are already facing compressed timelines and rising workloads. Adding a massive amendment cycle into the mix shouldn’t mean sacrificing your operational sanity.
ASC handles the underlying complexity of Interim Amendments, so your team can stay in control without rushing.
Batch E-Sign for Faster Amendment Execution
Send Interim Amendments for signature in bulk while tracking their status in real time. Instantly see which documents have been sent, signed, or are still outstanding, with completed documents automatically returned to ASC’s Plan Document System. Batch E-Sign also supports MEPs, PEPs, and other complex plan designs, helping simplify high-volume document execution.
Reduce the Workload. Reduce Operational Stress.
Instead of rebuilding the same dataset at every stage or manually tracking which plan sponsor selected which provision, your information stays connected. The ASC Interim Amendment Wizards allows you to approach the deadline with a deliberate, structured strategy.
You can check the compliance box with confidence.
Automate the generation of Interim Amendments, whether you are processing a single complex plan or executing large batches simultaneously.
Customize default elections to keep things simple for standard plans, while retaining the absolute flexibility required for sophisticated plan designs, including MEPs and PEPs.
Eliminate loose ends by using integrated E-signatures to route documents directly to sponsors, reducing manual tracking.
Preserve all election data automatically within the system, ensuring future restatements require zero duplicative data entry.
Built Into Your Document Workflow
The Interim Amendment Wizards are built into the ASC Plan Document System, eliminating disconnected processes and duplicate work.
The ASC Plan Document System provides an automated approach to creating, managing and delivering customized pre-approved plan documents, SPDs, amendments, and administrative forms. Learn more about DGEM and ASC’s retirement plan document solutions.
Fewer Open Items. Fewer Delays Next Season.
Managing a regulatory shift shouldn’t create administrative friction. By centralizing your amendment activity and eliminating the need to re-key data across disconnected tools, you reduce operational risk while offering a better experience to your plan sponsors.
Take care of what is required now. Keep your future work planned, not rushed.
The Expertise Behind the Wizard
ASC’s plan documents are drafted by ERISA experts led by John Griffin, J.D., LL.M., with more than 40 years of industry experience. That same expertise drives the development of the Interim Amendment Wizard, helping ensure the amendment language, election workflows, and compliance logic are both technically sound and designed to streamline providers’ document processes.
Complete Integrated Web-Based Solution for All Interim Amendment Modifications
From the simplest to most complex plans, including MEPs and PEPs, all your clients’ data is in one ecosystem with ASC: from Plan Document Generation, DC/401k & DB Recordkeeping, Census Collection to 5500/ other forms to reporting. Integrating with your other internal or external systems is efficient and simplified with the ASC API, available for all products.
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