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Customized administrative documents are often one of the last considerations
in the establishment of a business relationship with a client.
Over the duration of this relationship, however, managing these documents can be a
significant contributor to problems and costs.
Imaging Technologies has developed a comprehensive online solution for creating and managing customized
enrollment forms to offer plan participants and sponsors. Forms are customizable
online, and are updated automatically based upon changes within the database.
For example:
401(k) enrollment forms are automatically updated when changes are made to a plans fund lineup.
*Forms can be made available electronically, or printed and fulfilled. Forms can also be individually
pre-populated with participant information and bar coded for quick processing in your record-keeping department.
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