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401(k) & DC Proposal Software

The web-based defined contribution/401(k) system is a highly sophisticated solution for running your plan designs and proposals. The automated data validation requires minimal input and simplifies the proposal process. With the user-friendly interface, you can easily enter your plan information, upload your census, designate classes, and print your report sets. You can even compare your plan against a variety of allocation methods to determine the best fit for your client.

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The Quick Plan Comparison

The Quick Plan Comparison is a simple, convenient way to compare four different plan designs side-by-side. The three step process begins with entering your basic plan information, then uploading a census, and printing the reports.