AccuDraft - DocsEngine for Pensions

AccuDraft's DocsEngine for Pensions is an online, robust, rules-based Retirement Plan document creation and management solution. With this tool, plan document providers can create and manage a wide variety of plans and plan-related documents. These documents are recognized by leading law firms, pension professionals, and institutions as some of the most flexible and well-written in the industry.

You can also automate creation of the ancillary documents needed to set up new clients, including transmittal letters, engagement letters, and service agreements, and host them on the system. You can use DocsEngine for Pensions to create these documents at the same time, using the same questionnaire that you used for your plan documents. You can even store and manage the supporting materials, such as investment schedules, tax returns, e-mail correspondence, and more.

DocsEngine for Pensions offers a powerful, feature-rich reporting environment that dramatically improves the efficiency and effectiveness of plan document maintenance by replacing error-prone, time-consuming manual monitoring processes with customizable, fully-automated reporting and analysis. As a result, plan managers, administrators, and other authorized users can dynamically track and report on any piece of information contained within their plan documents.

Log in to DocsEngine for Pensions

If you are a DocsEngine for Pensions subscriber, you can access this product in Checkpoint by performing the following steps:

Click the Tools tab.

Select the AccuDraft - DocsEngine link in the left frame.

Click the Continue button on the AccuDraft - DocsEngine intro screen.

Under Customer Login, type your login information in the E-MAIL and PASSWORD fields.

Click Login.

Once you are logged in, you will be taken to your Document Main Console where your list of previously created documents and folders are displayed.

Document Creation

To create a new document:

Click Create Document. The create document type appears.

Select the product you subscribe to (DocsEngine for Pensions – Unlimited) in the Select Document Group box.

Select the type of document you want to produce [i.e., EGTRRA Volume Submitter 401(k) – Final Pre-Approved Version] in the Select Document Type box.
Type the name of your client/unique identifier in the For a New Client box, OR select your client name/unique identifier from the For an Existing Client list.
Click Proceed to Interview to load the questions you will answer for the document you are creating.
After answering all of the questions in the interview, click Submit, and the system will generate your document package (i.e., Plan, SPD, Administrative Policies, etc.).

Document Modification

To make changes to an existing document:

Click the name of the document in the Description column of the Document Main Console or inside of a folder. The document set details screen opens.
At the top of the screen, click the product Redraft Document or Continue Interview link. (The link will read "Redraft Document" if the document has previously been completed; it will read "Continue Interview" if the document has not been previously completed.)

Note: If the document has previously been completed, upon clicking Redraft Document you will receive the following message:

There is already a finished document on file. In order to continue the redraft process your old document will be deleted. Do you want to continue?

You must click OK to this message for the interview to load. What this message is saying is that the physical Microsoft Word or Adobe PDF files that were created will be deleted, but not the answers you supplied in the interview. Upon completing your modifications and clicking Submit, the documents will be recreated.

The interview questions will load for you so you can complete or modify them.
After answering or modifying the questions, click Submit, and the system will generate your document package (i.e., Plan, SPD, Administrative Policies, etc.).