PlanGen
Web-based pension and retirement plan design, illustration, and presentation system for small businesses
Overview
PlanGen is a web-based retirement planning platform that enables business owners and financial advisors to design, illustrate, and present pension and retirement plans. The system provides real-time plan design capabilities with actuarial tables and methods developed since 2002, eliminating the need to wait for external actuarial analysis. It generates IRS-compliant proposals and case studies that compare design scenarios, featuring optimization routines integrated with life and annuity products.
The platform offers 24/7 access for collaboration between business owners and advisors, with continuous updates to reflect changing asset growth rates and regulatory requirements. PlanGen serves independent advisors, agency teams, and national-scale enterprises in the advanced markets planning space, focusing on small business retirement planning solutions.
Key Features
- + Real-time pension and retirement plan design and illustration
- + Actuarial tables and methods for personalized planning options
- + IRS-compliant design rules and tax-code compliance checking
- + Scenario comparison and optimization routines
- + Integration with guaranteed-outcome life and annuity products
- + Web-based 24/7 access for advisor-client collaboration