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Design a plan with a Designer Partner and then Close it! (No Charge)

a cloud-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 cloud technology to build plan designs themselves or enlist the help of one of our Design Partners. Either way, they are taking the time they spent building retirement plan proposals in the past and turning them into more sales and bigger profits.

With PlanGenPro, you can connect with prospects, clients, and referral sources to calculate a multiple plan type comparison all in a single process. Link through APIs with your chosen Contact, Project Management, Plan Document, or Administration Solutions to streamline your sales and operational processes. Turn hours of work into a fraction of the time and close your case.

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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.

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