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 Plan Suite unifies plan onboarding, setup, conversions, takeovers, migrations, and lifecycle management.
What CORE PlanSuite Delivers
End-to-End Plan Creation
From new plan setup to complex conversions of takeover plans, CORE supports the complete lifecycle:
- New plan onboarding and setup
- Centralized capture of all plan provisions
- Generate new Plan Document and send for DocuSign within minutes, not weeks
- Plan conversions from prior recordkeeper or TPA
Automated Plan Configuration
- Converts provisions into executable rules
- Configures eligibility, contributions, vesting, loans, and distributions
- Ensures operational readiness from day one
AI-Powered Document Intelligence
Eliminate manual review of plan documents:
- Extract plan provisions including eligibility, match, vesting, and contribution rules
- Convert legal language into structured, usable data within CORE
- Accelerate plan setup and conversion processes
Guided Onboarding & Data Capture
Capture plan data once—with accuracy and consistency:
- Dynamic workflows tailored to streamline plan onboarding
- Built-in validations to prevent errors and ensure accurate data
- Collaboration across TPAs, sponsors, and advisors
Conversion Acceleration
Reduce timelines and risk for plan migrations:
- Automated mapping from prior recordkeeper
- Side-by-side plan comparison
- Exception handling and audit trails
Seamless Integration
Connect plan data across your ecosystem:
- Recordkeeping platforms
- Compliance and testing systems
- Payroll and external providers
- CRM software
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
