We Prepare Your Retirement Plan Documents So You Don't Have To
Document Agility's Document Preparation Services handles the complete lifecycle of your retirement plan documents — new plans, restatements, amendments, and compliance packages — with the accuracy and speed your business demands.
FREE - NO OBLIGATION
What Is a Capacity Assessment?
A Capacity Assessment is a customized analysis of your firm's document preparation workload. We review your plan volume, staffing, regulatory calendar, and growth trajectory to show exactly where managed document preparation would reduce costs, improve turnaround, and free your team for higher-value work.
✓ Workload analysis vs. team capacity
✓ Internal cost vs. outsourcing comparison
✓ Regulatory volume forecast
✓ Recommended service tier & pricing
Takes about 10 minutes. We respond within 2 business days.
20 +
YEARS OF EXPERIENCE
100
FORTUNE CLIENTS SERVED
1000s
PLANS UNDER MANAGEMENT
99.5%+
DOCUMENT ACCURACY
START HERE
What Is a Capacity Assessment?
A Capacity Assessment is a free, no-obligation analysis of your firm's document preparation workload. We look at your current plan volume, staffing, upcoming regulatory requirements, and growth trajectory to determine whether managed document preparation could reduce your costs, improve your turnaround times, and free your team to focus on higher-value work.
Workload Analysis
We map your current document volume against your team's capacity to identify gaps and bottlenecks.
Regulatory Forecast
We estimate upcoming document requirements based on your plan count, plan types, and the regulatory calendar.
Cost Comparison
We compare your current internal costs — salaries, benefits, training, turnover — against outsourced document preparation.
Service Recommendation
We recommend a service tier matched to your volume with projected turnaround times and pricing.
It takes about 10 minutes to complete and costs nothing. Request yours below.
THE CHALLENGE
Document Preparation Is Consuming Your Team's Best Hours
Creating and maintaining retirement plan documents is time-consuming, complex, and risky. Here's what your team is dealing with.
Capacity Constraints
Restatement cycles and regulatory changes create document volume spikes your team can't absorb without overtime, delays, or hiring staff you don't need year-round.
Compliance Risk
Document errors in retirement plans create IRS correction exposure, DOL audit risk, and participant litigation risk. Every plan document must reflect current law.
Talent Scarcity
Experienced retirement plan document specialists are hard to find and expensive to train. When your specialist leaves, the knowledge walks out the door with them.
Secure2.0 Pressure
The SECURE 2.0 Act introduced significant plan design changes requiring document amendments across your entire plan base. The deadlines aren't flexible.
How It Works
Submit a Request. Get Documents Back.
Our process is simple. You provide the plan parameters. We handle everything else.
1
Submit Your Request
Use our secure Work Request System to submit new plans, restatements, or amendments. Provide general information, plan design details, and any special instructions. No back-and-forth emails needed.
2
We Prepare Your Documents
Our team uses proprietary expert systems and 20+ years of specialized expertise to prepare your complete document package — adoption agreements, SPDs, amendments, compliance forms, and more.
3
Review & Deliver
Every document is quality-reviewed before delivery. Finished packages are delivered through the Work Request System with full version control and change tracking.
WHAT WE DELIVER
Complete, Compliant Document Packages
Whether it's a new plan, a restatement from another preparer, or a mid-cycle amendment, we deliver the full package.
📋 New Plans & Restatements
✓ Adoption agreement or paragraph-style plan document
✓ Summary Plan Description (SPD)
✓ Summary of Plan Provisions
✓ Administrative forms — loan policies, safe harbor notices, enrollment forms
✓ Pre-approved and Individually Designed (IDP) plans supported
📝 Amendments
✓ Numbered amendments or updated adoption agreements
✓ Summary of Material Modifications (SMM)
✓ Affected administrative forms updated
✓ Evergreen copies maintained between restatement cycles
✓ Statement of Change for IRS determination letter filings
🔄 Ongoing Maintenance
✓ Regulatory updates applied as IRS, DOL, and legislative changes take effect
✓ Version history and change tracking in our secure database
✓ Proactive notification when regulatory changes require document updates
✓ SECURE 2.0 compliance amendments
📊 Track & Monitor
✓ Real-time status tracking through the Work Request System
✓ Complete plan information maintained in our secure database
✓ Changes and version histories easily tracked
✓ Custom reporting on document activity and turnaround
THE PLATFORM
The Work Request System
All requests flow through our secure, web-based portal. No email chains. No lost attachments. No ambiguity about where things stand.
Customizable Intake
Configured to your terminology, internal numbering, plan design options, and document specialist assignments.
Status Tracking
Real-time visibility into where each request stands. Know exactly when your documents will be ready.
Secure Communication
Questions and clarifications handled within the system. Eliminates unsecured email exchanges for sensitive plan information.
Version Control
Finished packages delivered with full version history. Every change tracked, every document accessible.
WHY DOCUMENT AGILITY
The Expertise Behind the Service
We don't just prepare documents. We've spent 20 years building the expert systems and specialized knowledge that make it possible to deliver at this level of quality and speed.
Technology-Powered Accuracy Documents are prepared using proprietary expert systems that encode current regulatory requirements. This isn't copy-paste from templates — it's intelligent, rules-based document preparation.
Business Continuity No key-person risk. No knowledge walking out the door when a specialist retires. Document expertise is embedded in our systems and team, not in one person's head.
Proven at Enterprise Scale We currently serve major financial services and insurance providers with thousands of plans. Our quality and turnaround are established, not aspirational.
Elastic Capacity Scale document preparation up during restatement cycles and regulatory deadlines, down during quieter periods. Convert fixed headcount costs into a predictable subscription.
GET STARTED
Request a Free Capacity Assessment
A Capacity Assessment gives you a clear picture of your document preparation needs and how Document Agility's managed service can address them.
What You'll Receive
Based on the information you provide, our team will prepare a customized assessment that includes an analysis of your current document preparation workload, an estimate of upcoming volume based on your plan count and regulatory calendar, a comparison of your current costs versus outsourced document preparation, and a recommended service tier with projected turnaround times.
The assessment is completely free, takes about 10 minutes to complete, and there's no obligation. It's designed to help you make an informed decision about whether managed document preparation makes sense for your firm.
How It Works
1
Complete the Form
Tell us about your firm, plan volume, and current challenges.
2
We Analyze Your Needs
Our team reviews your information and prepares a customized assessment.
3
Review Together
We walk you through the assessment and answer any questions — typically a 30-minute call.