Make sense of any
401(k) Enrollment
Generate accurate and consistent data from any document, any layout.
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
Viewer
JSON
employee_name
Marcus Johnson
employee_id
EMP-00345
date_of_birth
1985-09-12
hire_date
2024-01-15
enrollment_effective_date
2024-04-01
contribution_elections
pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false
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
rollover_pending
false
employee_signature
[Signed]
signature_date
2024-02-20
401k-enrollment.pdf
Viewer
JSON
employee_name
Marcus Johnson
employee_id
EMP-00345
date_of_birth
1985-09-12
hire_date
2024-01-15
enrollment_effective_date
2024-04-01
contribution_elections
pre_tax_percentage: 10, roth_percentage: 5, total_contribution: 15, catch_up_eligible: false
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
rollover_pending
false
employee_signature
[Signed]
signature_date
2024-02-20
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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.
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