Miles Leech Posted yesterday at 04:43 PM Posted yesterday at 04:43 PM I've been working for a while on a system for a) managing various plan contacts (trustees, payroll, loan signers, etc) for plans, better ways to track testing and other project statuses, and a handful of other things for operations. It started as just internal software for my firm but has grown significantly. I have an interactive demo ready now; I'd love any thoughts or feedback on it or whether it's something worth pursuing actually going live with. PlanDesk CMS | Retirement Plan Contact Management Miles Leech Plan Administrator, Journey Retirement Plan Services mleech@journeyrps.com | (616) 559-0045 Ext. 1 General information only, not financial, tax, or legal advice. Verify independently and consult appropriate professionals before acting.
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