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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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