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Plans and Features 

Compare our Subscription Plans

PlanGen Pro offers three foundational plans, each fully customizable to suit your unique requirements.

1

DC Basic 

Intro Plan for DC Plan Designers
Designs are Subscriber Produced Only 

Email Support 

DC Plan Suite 

Professional Bio Contact Web Page

Digital Request for Proposal (RFP)

Web Page & Link 

Executive Summary Presentations 

3-Plan DC Comparative Analysis 

No Design Assistance  

2

Producer Partner

Best Buy for TPA Firms + Financial Advisors 
Designer Assistance 
All of the same great features as the Basic (DC) Plan
PLUS 

Firm License

Email & Chat Support  

Up to 2 Professional Bio Pages & RFP Links

Includes Cash Balance Plans and Combo Plan Analysis 

Expanded Detailed Presentations 

Branded Illustration by User 

Pension Pro- Sales Pitch Integration 

Design Assistance 

3

Agency Team 

Best Buy for Small Advisory + TPA Sales Teams 
Designer Assistance
All of the same great features as the Producer's Partner Plan
PLUS 

Email, Chat & Phone Support 

Includes all Defined Benefit (DB) Plans*

*Including Sec 412(e)(3) fully insured pensions and traditional defined benefit

Supervisors Role Account 

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