Internet DOCMAN® Makes Plan Document Processing Simple
- Creates GUST-compliant prototype Plan documents
- Runs securely over the Internet or your Intranet
- Features McKay Hochman's renowned technical support
- Easy to use
It's here - the freedom to create, review, and print qualified plan documents where you want, when you want. No longer are you tied to your office computer. Now you can access your document creation and management system at anytime from anywhere in the world - anywhere that has an Internet connection.
Imagine what this freedom can mean for your organization. Compliance personnel can create documents in the office, at branch offices, and at home. Sales staff can view and print documents from clients’ offices and at hotels. Documents can be created and viewed before early morning meetings and after business hours.
McKay Hochman combines Internet technology and over 20 years of employee benefit experience to offer you this freedom. The result is one of the most revolutionary approaches to prototype/volume submitter plan documents – Internet DOCMAN®
UNPARALLELED FLEXIBILITY AND CONVENIENCE
Internet DOCMAN® harnesses the power of the Internet and puts it at your fingertips for a document creation system that not only works better, but is also more flexible and convenient to use.
No special software required for the Internet version – Just an Internet connection with a Java-enabled browser and Microsoft Word.
You control your staff’s level of access – You define who can input data and create documents and who can only read and/or print documents.
Multiple users can be in the system simultaneously
USER FRIENDLY
You don’t need to be a pension whiz or a computer techie to create documents with Internet DOCMAN®. This revolutionary system was designed to be the ultimate in user-friendliness and accuracy. Your entire staff, from seasoned professionals to novices, will appreciate Internet DOCMAN®’s safeguarded, streamlined approach to creating and administering plans.
User-Friendly screens – Drop-down menus. Radio buttons. Check boxes. Internet DOCMAN® utilizes new technology to speed entry and limit your chances of an entry error.
Safeguards protect against wrong entries - Internet DOCMAN® recognizes entries that don’t conform with business rules and prompts the user to correct those entries.
Default plans save time and minimize errors – Do you find yourself creating essentially the same plan repeatedly? With Internet DOCMAN®, you can create default plans, or select an existing plan as a default, to minimize the amount of entry required for each new plan. Once you’ve created your default plan (or Plans – you can create as many as you’d like), simply enter your sponsor information, apply the default plan, and you’re done.
MCKAY HOCHMAN'S RENOWNED SUPPORT
Wouldn’t it be wonderful if everyone on your staff had ten years’ experience in establishing and administering retirement plans? Internet DOCMAN® offers the next best thing – resources that help elevate the performance of your staff.
Online users’ manual – This reference explains how Internet DOCMAN® works and what you need to do to create and modify plans.
Question-specific help – Stuck on a particular question? Click on the question for guidance on how to answer the question.
Frequently asked questions section – This handy resource features answers to questions users have asked grouped by topic. Plus, it allows you to submit questions for a prompt e-mail response.
Ask the experts – Can’t find your answer in the manual or FAQs section? Call us. McKay Hochman is renowned for their technical support. In most cases, McKay Hochman’s ERISA consultants will respond to you that day.
MORE THAN JUST DOCUMENTS … THE 401(k) Portal®
When you choose the Internet version of Internet DOCMAN® as your document creation system, you get access to one of the most exciting resources available to retirement plan service providers – the 401(k) Portal®. With the 401(k) Portal®, the same plan data you entered to created plan documents can be used to create:
- Company-specific enrollment booklets from Newkirk.
- Interactive retirement planning software from MasteryPOINT.
- Recordkeeping modules to populate your recordkeeping system.
With the 401(k) Portal®, one-step Internet entry system, administering and marketing retirement plans is much simpler. Please contact Newkirk at 518-862-3204 for more information on the marketing materials and recordkeeping modules available through the 401(k) Portal®.
To schedule an online demo of Internet Docman® contact Christine Tinus at 973-492-1880 or via e-mail at ctinus@mhco.com.
Click here for more information about Internet DOCMAN®.
Internet DOCMAN® is a registered Trademark of McKay Hochman Co., Inc.
