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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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