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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)
Executive Summary Presentations
3-Plan DC Comparative Analysis
2
Producer Partner
Best Buy for TPA Firms + Financial Advisors
Designer Assistance
Same features as the Basic (DC) Plan
PLUS
Chat Support
Professional Bio Pages & RFP Link
Cash Balance Plans
Expanded Detailed Presentations
User Branded Illustrations
Design Assistance Options
3
Agency Team
Best Buy for Small Advisory + TPA Sales Teams
Designer Assistance
Same features as the Producer's Partner Plan
PLUS
Phone Support
Includes Cash Balance/DC Cross Test Traditional Defined Benefit (DB) Plans*
Supervisory Control
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