Achieve 25%-95% time-savings with ASC automation*

Automate as much as you want. From individual tasks to end-to-end workflows

With ASC, you accomplish more with the resources you already have by automating individual steps or connecting multiple steps for true end-to-end automation—all while maintaining control throughout the process.

Single Step Processing CRM & Plan Sponsor Connect 5500 Forms DRIVE Compliance Testing DB Valuation DC Recordkeeping & valuation Plan Documents Automate Anything. Control Everything.

*Time-savings percentage depends on the complexity of the plans and the level of automation the firm selects

ASC software systems share data via automated integration, providing maximum efficiency and profitability. You can publish plan documents & SPDs directly from Document System to ASC’s Web-Portals, which also provide 24/7 access to important items such as valuation & compliance reports, service agreements, and administrative forms to your clients. Finally, information from all these systems can auto-synch with ASC’s CRM & Workflow Systems, providing a central data collection location, allowing you to fully understand your client base and effectively manage, track, and monitor all aspects of your TPA business.

Additionally, you will benefit from ASC’s world class support. Our support team consists of retirement plan professionals with expertise in a wide range of plans and administrative areas. They have over 10 years of real-life experience administering plans, as well as creating efficiencies in plan processing. They can address any issue you encounter, providing practical solutions because they have handled it themselves while working in the industry. This is your opportunity to save time and reduce errors. So, schedule a demo today to see our software in action or check out the product features on this page.