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Posted

Trying to learn what software providers are available to import client census and produce a side by side comparison of contributions to participants based on plan and contribution types for use in proposals.

Have already found one with EBG Systems that I haven't reviewed yet, and also one for a Pension Online, that I signed up for a 14 day free trial.

Does anyone know of others used, and which ones are the most preferred based on ease of use, most features, and lowest costs?


Thanks

Posted

I think all of the software out there used for plan administration pretty much has proposal capabilities and report options built in. ASC, Relius, FT William are three of the more common ones. Datair is another that comes to mind. I'm sure there are lots others out there. 

I don't know of any specifically just for proposals though. 

I'm a stranger on the internet. Nothing I write is tax or legal advice. 

I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?

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