Design, analyze, and generate client-ready Cash Balance retirement plan proposals. Built for business owners, financial advisors, and CPAs. Powered by Enrolled Actuaries.
Collaborate seamlessly — advisors and clients can link accounts and share proposals in real-time.
Advisors can link to their clients' proposals and view results in real-time. Business owners can invite their advisor for seamless collaboration.
See year-by-year Cash Balance growth, tax savings, and retirement balances at a glance.
Design combo plans that maximize owner benefits while meeting all compliance requirements.
Export polished client-ready proposals as PDF, Excel workbooks, or PowerPoint decks — ready to present or email in one click.
Every proposal runs nondiscrimination testing automatically — no manual checks needed.
Your client data is never shared. All proposals are reviewed by a qualified actuary before delivery.
Get started by creating your free account to access all proposal tools.
Choose Owner-Only or Owner + Employees design.
Step-by-step wizard collects all required information.
Instant actuarial calculated proposals. Download as PDF, Excel, or PowerPoint.
Log in to access the full proposal tool with all actuarial features.
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