A web-based solution for preparing retirement plan designs, contribution illustrations, and data transfer for plan document creation, onboarding to plan recordkeepers, CRMs, and more. A must-have tool for retirement plan advisors and plan administration professionals.​
Subscribers can utilize our technology to design plans themselves or enlist the help of one of our Design Partners. Either way, they are taking the time they spent in the past building retirement plan proposals and converting it into more time for consultative sales and bigger profits.
PlanGenPro empowers users to design multiple safe-harbor proposals at once and present them in comparison, all in a single process. Leave the old spreadsheet and document merge days behind. Do hours of work in a fraction of the time and close your cases!
Design support is a chat away...
Don't work with qualified plans every day? Our credentialed team of experts in the retirement plan design and administration space is ready to help. We offer design and consultative support as an add-on option. Whether you want assistance with creating the plan or a second glance at your prepared illustration, both are available on a case-by-case or group basis.