The members of the Document Consulting Department are responsible for drafting volume
submitter and individually-designed plans, SunGard prototype retirement plans (including
Corbel and PPD prototypes), cafeteria and self-funded health plans. This department
is also responsible for answering questions relating to the language in these documents
and for providing assistance in completing SunGard plan checklists. In addition,
our consulting staff conducts educational seminars, writes educational material,
and maintains the technical news
section of our Web.
Consulting assistance with plan document questions or assistance in completing
a SunGard plan checklist or SunGard prototype adoption agreements is available from
our Jacksonville, FL consulting department between the hours of 8:30 a.m. - 5:30
p.m. Eastern Time.
1. Our highest response priority will be given to document related inquiries,
Questions related to any of the above may be submitted by completing the
Ask Us form or you may call (800)-326-7235. We strongly recommend
that you use the Web site form whenever possible to save time and to receive your
response more quickly.
2. Responses to any non-document related inquiries (such as plan administration
questions) will be on a fee-for-service basis, and the following conditions will
Examples of document related vs. non-document related questions.