Document Assembly Solutions >> Retirement

Retirement & Benefit Plans

Document assembly for plan management & custom plan production

GhostFill and HotDocs are two of the most powerful document assembly programs available today. Both products integrate your precedents and in-house expertise into systems that rapidly produce highly customized agreements while maintaining consistency and quality control throughout the organization. With HotDocs and GhostFill you can build custom assembly systems that are uniquely suited to the myriad documentation needs of a pension and benefits department.

Document assembly systems are also powerful contract management tools which can be integrated with a database. Just some of the many applications of document assembly systems for corporate counsel are described below.

Key Benefits

Manage Hundreds of Plans

Document assembly can help you manage and improve relationships with your customers, whether they be government entities, large repeat purchasers, or one-time purchasers.

  • Add flexibility to standard sales and service agreements with document assembly, facilitating faster negotiations and reduced legal expense. It allows your salesmen to generate final agreements at the customer site and return with executed agreements.
  • Document assembly systems can be customized to create a unique profile for each contract, which allows you to track all your agreements. Update the profile and you can generate a final agreement in seconds.
  • If amendments are required in sales and service agreements due to a change in regulation or legislation, you can quickly generate amendment riders for all affected agreements.

Produce Custom Plan Documents in Minutes

An expert document assembly system can generate hundreds of custom employee agreements or independent contractor agreements, from simple to the complex.

  • Type in the basic terms and generate a final custom agreement in minutes, suited to the particular needs of a work assignment. Ensure quality control and consistency throughout the organization.
  • Eliminate the need for proofreading hundreds of pages of fine print documentation. You can review the worksheet of decisions and variables used in the generation of the documents in seconds.
  • When integrated with a contract tickler database built in Microsoft Access® (or other ODBC compliant data source), you will never again work with an expired contract, or miss a renewal date.

Generate Custom Plans on Site and Over the Internet

Both HotDocs and GhostFill make it easy to generate the extensive documentation needed for custom retirement plans.

  • On the basis of a single interview, your agent can draw up the required documentation on his laptop (or in a web browser) in minutes and print it out while at the client site.
  • Assemble all pieces necessary to address the client's special requirements.
  • GhostFill and HotDocs both have special math functions make all the necessary calculations to accurately price the financial package requested by the client.

Slash the Cost of Communications with Participants

Document assembly allows you to automate the processing of, response to, plan participants.

  • Generate highly personalized, but standardized, response letters that address the particular concerns of the participants.
  • Automatically update a participant communications database, allowing you to track communication and response history.