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Are you ready for restatements?

Do you have 300 or more defined contribution plan documents you need to restate for EGTRRA? Outsource them to us.

EGTRRA means you need to:

• Send communications to your clients explaining the process
• Update your plans with ALL amendments since GUST
• Convert all of your plans’ provisions to the new EGTRRA provisions
• Provide support staff to answer clients questions

These tasks are time consuming, and can be very costly to your company. 
We can provide these services cost effectively, and can even spread the costs 
over several years. SunGard’s expert Document Management Services (DMS) 
staff can work as your “invisible” back office partner for all of your document needs.

Let us focus on your plan documents, so you can focus on growing your business.

For more information, complete the form on this page or contact Ellen Nasrallah at 800-326-7235, ext. 5968.

Document Management Service ASPPA

Related Content

Are you ready for restatements?

Do you have 300 or more defined contribution plan documents you need to restate for EGTRRA? Outsource them to us.