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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.


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  


Producer Partner

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

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 


Agency Team 

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

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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