Create Plan Design Proposals that will impress your clients.
Present side-by-side comparisons of 401(k) and profit sharing plans
Illustrate age-weighted, new-comparability, and cash-balance plans.
Calculate equivalent benefit accrual rates, average benefit percentage, ratio percentage, and general tests.
Monitor proposal activity across all team members with our user-friendly plan-proposal dashboard.
Take advantage of several available options for adding employees to the system. The user can enter census data manually or import data from a csv, json, or excel file.
We simplify retirement-plan design. You get all the tools and features you need to analyze your plan design. Reporting options include:
Send reports as a password-secured PDF file.
Share a fully interactive dashboard with your clients so they can get answers to their questions quickly.
All Plans Include a 14 day free trial
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