The Retirement Planning Center
New Comparability

Generate proposals for Defined Contribution/401(k) plans using our robust plan-design interface that features a jump-starting default template, census spreadsheet uploading/downloading, more classes than you could ever hope for (702 to be exact), and eye-catching reports. You can also use the plan comparison tool to evaluate a variety of allocation methods and determine the best fit for your client.

 
 

Features at a Glance

  • Supported Plan Designs: 401(k), Defined Contribution, Defined Benefit

  • Quick Plan Comparison: Create plan comparisons in 3 simple steps

  • Easy Data Entry: Upload census data using an Excel file, or manually enter data directly into the system

  • Powerful solving routines for New Comparability plans

  • Professional and marketable report sets

  • Unlimited Support

  • Plan Comparisons

  • Non-discrimination Testing

See Sample Report

The Quick Plan Comparison

The Quick Plan Comparison is a simple, convenient way to compare four different plan designs side-by-side. The three step process begins with entering your basic plan information, then uploading a census, and printing the reports.

 
 

Pricing

The RPC New Comparability Proposal System is $1,100 per year.

The bundle price (RPC New Comparability + Cash Balance) is $3,000 per year so the bundle discount is $300 per year.

Each account comes with unmetered plan count and system support; and support may be provided to a designated data entry clerk in addition to the registered user.

Please contact us if you are interested in a live product demo, a one-week trial, or group or enterprise pricing.