Our law firm is considering purchasing a proposal program for qualified retirements plans (so that we can do quick plan proposals for new clients). We have only looked at a few, but it appears that two of the better programs are Relius Proposal and Datair's Proposal component for their Defined Contribution System.

Is anyone familiar with either of these programs? Would you suggest any other programs? Any comments would be greatly appreciated.

Aloha

Look into Mckay Hochman and Newkirk's 401(k) Portal. It is designed to provide both quick and in depth proposal's within minutes over the internet.

Also look at pensiononline.com proposal system. Inexpensive and easy to use. Remember this is not an administrative system.