Plangen

	SPEED
	FLEXIBILITY
	COMPLIANCE

News:

- Defined Contribution Plans

- *new* 412(e)(3) Training Site

- Section 419(a)(f)(6) Plans

- Section 419(e) Plans

- Section 79 Plans

Features
412(e)(3), 419(e), Defined Benefit	IRS §415 & PPA 2006 compliant
Flexible plan parameters	Activity Reporting
Fast, Consistent, Reliable Results	Training and Supervision

Customization
The PlanGen system provides a branded user interface and illustration outputs, generated by a calculation engine which has been optimized to meet the requirements of specified life and annuity products. Optional modules for document download areas, agent messaging, training and skill certification are also available.

Plan Generation	Enter the case information
Advanced pension planning skills are not required to create accurate, high-quality sales presentation materials in just a few easy steps	Add/upload an employee census
	Set the plan parameters
	Generate the .PDF proposal

Challenge

Solution

Insurance Agents, Investment Advisors and Financial Planning professionals are familiar with managing and explaining the delicate balance of benefits, costs, and risks when producing appropriate proposals for their clients. Compiling this information into a presentable and understandable format takes time, and revisions based on updated information or requested changes, can prolong delivery timelines and challenge the ability to keep the client satisfied.

PlanGen's optimized and IRC compliant calculation engines remove the risks associated with complicated and antiquated plan production processes. Simplicity, speed, and centralization provide numerous benefits to producers, their supervisors, and executive management. Complete PlanGen systems can be rapidly provisioned, and at surprisingly reasonable costs, relative to other custom pension plan generation systems.