Managed Document Services
We Prepare Your Retirement Plan Documents So You Don't Have To
Document Agility's Document Preparation Services handles the complete lifecycle of your retirement plan documents — new plans, restatements, amendments, and compliance packages — with the accuracy and speed your business demands.
FREE - NO OBLIGATION
What Is a Capacity Assessment?
A Capacity Assessment is a customized analysis of your firm's document preparation workload. We review your plan volume, staffing, regulatory calendar, and growth trajectory to show exactly where managed document preparation would reduce costs, improve turnaround, and free your team for higher-value work.
✓ Workload analysis vs. team capacity
✓ Internal cost vs. outsourcing comparison
✓ Regulatory volume forecast
✓ Recommended service tier & pricing
Takes about 10 minutes. We respond within 2 business days.
20 +
YEARS OF EXPERIENCE
100
FORTUNE
CLIENTS SERVED
1000s
PLANS UNDER MANAGEMENT
99.5%+
DOCUMENT ACCURACY
START HERE
What Is a Capacity Assessment?
A Capacity Assessment is a free, no-obligation analysis of your firm's document preparation workload. We look at your current plan volume, staffing, upcoming regulatory requirements, and growth trajectory to determine whether managed document preparation could reduce your costs, improve your turnaround times, and free your team to focus on higher-value work.
It takes about 10 minutes to complete and costs nothing. Request yours below.
THE CHALLENGE
Document Preparation Is Consuming Your Team's Best Hours
Creating and maintaining retirement plan documents is time-consuming, complex, and risky. Here's what your team is dealing with.
How It Works
Submit a Request. Get Documents Back.
Our process is simple. You provide the plan parameters. We handle everything else.
What We Deliver
Complete, Compliant Document Packages
Whether it's a new plan, a restatement from another preparer, or a mid-cycle amendment, we deliver the full package.
Customizable Intake
Configured to your terminology, internal numbering, plan design options, and document specialist assignments.
Status Tracking
Real-time visibility into where each request stands. Know exactly when your documents will be ready.
Secure Communication
Questions and clarifications handled within the system. Eliminates unsecured email exchanges for sensitive plan information.
Version Control
Finished packages delivered with full version history. Every change tracked, every document accessible.
WHY DOCUMENT AGILITY
The Expertise Behind the Service
We don't just prepare documents. We've spent 20 years building the expert systems and specialized knowledge that make it possible to deliver at this level of quality and speed.
Technology-Powered Accuracy
Documents are prepared using proprietary expert systems that encode current regulatory requirements. This isn't copy-paste from templates — it's intelligent, rules-based document preparation.
Business Continuity
No key-person risk. No knowledge walking out the door when a specialist retires. Document expertise is embedded in our systems and team, not in one person's head.
Proven at Enterprise Scale
We currently serve major financial services and insurance providers with thousands of plans. Our quality and turnaround are established, not aspirational.
Elastic Capacity
Scale document preparation up during restatement cycles and regulatory deadlines, down during quieter periods. Convert fixed headcount costs into a predictable subscription.
GET STARTED
Request a Free Capacity Assessment
A Capacity Assessment gives you a clear picture of your document preparation needs and how Document Agility's managed service can address them.
What You'll Receive
Based on the information you provide, our team will prepare a customized assessment that includes an analysis of your current document preparation workload, an estimate of upcoming volume based on your plan count and regulatory calendar, a comparison of your current costs versus outsourced document preparation, and a recommended service tier with projected turnaround times.
The assessment is completely free, takes about 10 minutes to complete, and there's no obligation. It's designed to help you make an informed decision about whether managed document preparation makes sense for your firm.
How It Works
1
Complete the Form
Tell us about your firm, plan volume, and current challenges.
2
We Analyze Your Needs
Our team reviews your information and prepares a customized assessment.
3
Review Together
We walk you through the assessment and answer any questions — typically a 30-minute call.