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.
Powered by AI, CORE PlanSuite brings everything together, combining document intelligence, onboarding workflows, and plan configuration into a single, unified platform to efficiently onboard new plans.
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
