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401(k) Enrollment
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HR Document Intelligence
The world's best 401(k) enrollment extraction
Simplify retirement plan onboarding and changes. Extract contribution percentages, Roth vs. traditional elections, investment fund allocations, and beneficiary designations. Validate against IRS limits and plan rules automatically.
401k-enrollment.pdf
Marcus Johnson
EMP-00345
Contribution elections
10
5
15
Investment allocations
3 items| Fund name | Percentage |
|---|---|
Target Date 2050 | 60 |
S&P 500 Index | 25 |
Bond Index Fund | 15 |
Beneficiaries
2 items| Name | Relationship | Percentage | Type |
|---|---|---|---|
Angela Johnson | Spouse | 100 | Primary |
James Johnson | Son | 100 | Contingent |
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Upload your 401(K) Enrollment Form to generate a structured view.
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Upload your 401(k) enrollment form to generate a structured view.
Connect 401(k) enrollment forms across your stack
DocuPipe captures 401(k) enrollment forms from new hire packets, annual enrollment, or contribution change requests. Extract deferral rates, investment elections, and beneficiary information, then sync to your retirement plan administrator or payroll system.
Sources
HRIS
R
Retirement Portal
Cloud Storage
Destinations
4
401(k) Provider
HRIS
P
Payroll
API
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| Feature | DocuPipe | Textract | Google OCR | GPT |
|---|---|---|---|---|
| OCR printed text | ||||
| Handle simple tables | ||||
| Handle long documents | ||||
| OCR handwriting | ||||
| Nested tables | ||||
| Complex forms | ||||
| Crossed out text | ||||
| Support for 60+ languages | ||||
| AI document standardization | ||||
| Speed | ||||
| Document type classification | ||||
| Document Splitting | ||||
| Highlight information source on document | ||||
| Visual Review |
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