Plan onboarding and creation remain one of the most manual, error-prone, and resource-intensive processes for recordkeepers and TPAs. Disconnected tools, repeated data entry, and reliance on document interpretation implementations and increase operational risk.
The AI-powered CORE PlanSuite unifies plan onboarding, setup, conversions, takeovers, migrations, and lifecycle management.
Unlike point solutions that stop at document review or data routing, CORE PlanSuite delivers a fully configured, operational plan—ready for administration from day one.
- Faster onboarding
- Fewer errors
- Scalable operations
- No re-keying across systems
Create once. Configure automatically. Operate everywhere.
The plan onboarding process today is fragmented and there is no one solution that can help administrators with a complete solution.
- Manual document review
- Repeated data entry
- Disconnected onboarding tools
- Complex conversion workflows
CORE PlanSuite changes that by combining:
- AI-powered document intelligence
- Guided onboarding workflows
- Automated plan configuration
- Conversion and migration capabilities
- Lifecycle-ready plan data management
All powered by a single source of truth for plan data.
Not Just a Summary. A Working Plan.
Other tools summarize plan documents. CORE PlanSuite transforms them into a live, operational plan.
CORE PlanSuite:
- Reads and validates plan provisions
- Maps provisions into CORE’s rules engine
- Configures plans automatically
- Supports ongoing lifecycle administration
What CORE PlanSuite Delivers
AI-Powered Document Intelligence
- Reads plan documents from any provider or format
- Extracts eligibility, vesting, contribution, loan, and distribution rules
- Compares provisions and flags inconsistencies
- Reduces manual review and setup errors
New Plan Onboarding
- Dynamic onboarding questionnaires
- Intelligent plan selection workflows
- Pre-configured templates for faster setup
- Approval flows and validations
Conversions & Takeovers
- Prior recordkeeper data migration
- Automated mapping and transformation
- Multi-format data ingestion
- Audit-ready reconciliation reports
Migrations & Restatements
- Support for M&A-driven migrations
- SECURE 2.0 and restatement onboarding
- Provision comparison and change validation
- Lifecycle-ready rules management
Enterprise Workflow & Governance
- Approval workflows
- End-to-end audit trails
- Automated notifications and reporting
- Role-based onboarding experiences
Seamless Integrations
- Recordkeeping systems
- Payroll providers
- Compliance platforms
- CRM systems
- Document management systems
- FT Williams integration with e-signature capabilities
Why It Matters
- Faster onboarding and conversions – reduce timelines from weeks to days
- Reduced manual effort and rework
- Improved data accuracy and consistency
- Scalable operations without increasing headcount
