PlanGen
PlanGen is a powerful, web-based retirement plan design and illustration system built to reduce friction and bring added value to the marketing, sales and onboarding processes. Easily create and compare multiple compliant plan designs, generate contribution illustrations, and transfer data for seamless document creation.
About PlanGen Pro
Close More Retirement Plan Business—Faster
PlanGen is the only retirement plan illustration and design system that can provide the full spectrum of retirement plan options from entry level Defined Contribution plans to Defined Benefit plans providing the largest tax-deferred deposits under the IRC regulations. PlanGen empowers retirement plan advisors to streamline plan design, generate professional proposals, and move business owners from prospects to clients with speed and confidence.
A Complete Toolkit
Create customized retirement plan designs and contribution illustrations in minutes. Easily collect client and census data, run multiple illustrations, and deliver polished, client-ready proposals enabling an organization to stand out and succeed in servicing plan sponsors.
Keep it simple
Turn complex plan designs into clear, easy-to-understand illustrations. Reduce objections, improve client confidence, and accelerate the sales cycle with presentations built to resonate with decision-makers.
Built for Growth
Capture prospect information through a simple form, then quickly generate tailored plan designs that highlight costs, tax savings, and long-term value. Reduce the load of costly and mundane proposal production on your expert design team—so they can focus on selling, scaling, and increasing revenue.
Advantages and Features
Save Time & Increase Efficiency
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- Advisor Landing Pages
Direct to consumer identification and SEO through custom content landing pages. - Simple Census Data Management
Upload and download census data using Excel templates for faster plan design. - Digital RFP Data Collection & Alerts
Capture prospect data seamlessly and receive instant notifications on new requests. - Streamlined Proposal Generation
Create multiple plan illustrations manually in just a few clicks or engage the platform’s auto-generation features. - Faster Closings
Help prospects understand and say “yes” more quickly.
- Advisor Landing Pages
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Win More Business & Grow Revenue
- Flexible Plan Design Options
Model and compare 401(k), profit sharing, cash balance, and traditional defined benefit plans. - Cost & Benefit Comparisons
Clearly present plan value, tax savings, and long-term impacts. - Targeted Plan Optimization
Maximize benefits for business owners and key employees. - Custom Branded Reports
Deliver polished, professional proposals with appropriate logo and color scheme. - Simplified Client Presentations
Turn complex data into clear visuals that reduce objections.
Learn more about PlanGen on their website.
Need Help Closing More Retirement Plan Business?
Independent advisors and agents partner with RMC to help provide better and faster service to clients and prospects. Get expert support with proposal generation and plan design so you can focus on relationships and conversations. Our team is here to be your back office and help you win more opportunities with confidence.