Document Management Services

Are you sure you want to handle hundreds of restatements?

Think about it. You need to educate your staff on all the new EGTRRA language and document provisions, decide how to assign the additional workload that comes with updating and processing all of your client’s plans with the IRS-required amendments, and be sure that your document system is kept up-to-date with the continual language changes.

It can be time-consuming and tedious.
SunGard’s Document Management Services (DMS) can help.

If you have 500 or more defined contribution plan documents, SunGard's expert DMS staff works as your “invisible” back office resource for all your plan documents for EGTRRA. In addition, DMS can solve all of your ongoing plan document needs including:
  • Creating and maintaining new plan document packages
  • Processing all of your plan amendments (IRS-required as well as employer requested)
  • Generating safe harbor notices

Plus, as a DMS customer, you can spread your EGTRRA restatement costs over a 4-year period! Ask us how.

Whether you want to outsource some or all of the processes that you currently maintain in-house, you can rely on SunGard Relius resources and know-how for your document creation, amending and restating. Then, you can focus on growing your business.

For more information, contact Ellen Nasrallah at 800-326-7235, ext. 5968.



Document Management
Services
What It Is
Call Me