Quarterly Commentary & Client Letter for Retirement Plan Administrators with ASC
The Problem
Retirement Plan Administrators write the same quarterly market commentary each client expects — and the personalization that would actually retain clients gets skipped.
What We Build in ASC
AI drafts firm-level commentary and personalizes per-client paragraphs from Relius data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running ASC — uses the native API or agent integration so nothing leaves the system of record.
ASC Integration Approach
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in ASC with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ASC instance
30-minute call. We'll look at your actual ASC setup and show exactly how this workflow fits.