# New Client Onboarding for Retirement Plan Administrators with ASC

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Relius, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running ASC — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [ASC](https://calish.com/workflows/tool/asc/)
- **Role:** [Retirement Plan Administrator](https://calish.com/workflows/for/retirement-plan-administrator/)
- **Specialty:** 401(k) TPA
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-client-onboarding-for-retirement-plan-administrator-with-asc/

## The Problem

Onboarding a new 401(k) TPA client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build in ASC

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Relius, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running ASC — uses the native API or agent integration so nothing leaves the system of record.

## ASC Integration Approach

1. **Audit your ASC configuration.** We map the specific ASC objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
2. **Build on the ASC API or agent.** Integration happens inside ASC — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in ASC with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Client Onboarding for Retirement Plan Administrators](https://calish.com/workflows/new-client-onboarding-for-retirement-plan-administrator/)
- AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Relius, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Other ASC Automations

- [RMD & Distribution Tracking for Retirement Plan Administrators](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-retirement-plan-administrator-with-asc/)
- [Client Meeting Prep Pack for Retirement Plan Administrators](https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-asc/)
- [Portfolio Drift & Rebalance Alerts for Retirement Plan Administrators](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-retirement-plan-administrator-with-asc/)
- [Quarterly Commentary & Client Letter for Retirement Plan Administrators](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-retirement-plan-administrator-with-asc/)
- [Communication Compliance Surveillance for Retirement Plan Administrators](https://calish.com/workflows/with/communication-compliance-surveillance-for-retirement-plan-administrator-with-asc/)
- [Loan File Assembly for Retirement Plan Administrators](https://calish.com/workflows/with/loan-file-assembly-for-retirement-plan-administrator-with-asc/)

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