Relius Documents - Document Management Services (DMS)
If you have 300 or more defined contribution plans to restate for EGTRRA, turn to SunGard Relius. Our expert Document Management Services (DMS) staff can work as your “invisible” back-office partner for all of your document needs. We can provide you with services that include EGTRRA restatements, employer amendments, IRS required amendments, safe harbor notices and more. These tasks can be time consuming and very costly to your company. The average cost is only $65 per plan, per year. Services can be customized to suit your specific business needs, so you can focus on growing your business while we do the work.
Features
-
Send communications to your clients explaining the process
-
Update your plans with all amendments and plan changes since GUST
-
Convert all of your plans’ provisions to the new EGTRRA document
-
Analyze and answer all new EGTRRA questions
-
Provide support staff to answer clients questions
Benefits
-
Helps reduce or eliminate time and cost associated with: keeping up with document compliance issues and IRS requirements; updating system and documents to comply with requirements; researching document provisional issues; coordinating and training employees to do all the work; and drafting, processing, reviewing, printing, and mailing
-
Provides for better budgeting with a fixed “per client” annual fee