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Plan Proposal programs


Guest pineapple

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Guest pineapple

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

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Guest James Osterhaus

Our company uses Datair as it's main pension software. We think it fits are needs well.

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