Run retirement plan operations from one connected workspace
PlanWise unifies client records, plan data, recurring workflows, sponsor collaboration, document collection, reporting, and operational controls in a platform built for modern retirement plan administration teams.
Executive Operations
One source of truth for every client and plan
Workflow visibility across teams and offices
Secure sponsor collaboration without email chaos
Reporting that turns activity into operational insight
dangerous Common operational friction
- close Spreadsheets controlling core workflow
- close Missed handoffs and communication gaps
- close Limited visibility into team capacity
- close Documents buried in unencrypted emails
- close Manual, repetitive sponsor follow-up
- close Weak reporting for executive decision making
check_circle What PlanWise improves
- done_all Centralized operational control across all plans
- done_all Clear ownership and automated due dates
- done_all Real-time plan visibility for all stakeholders
- done_all Secure structured document exchange portal
- done_all Faster sponsor response cycles with automation
- done_all Actionable dashboards for firm leadership
Core Platform Modules
Everything you need to orchestrate complex retirement plan administration in one high-performance environment.
CRM
Centralized records for plans, sponsors, advisors, and payroll providers.
Workflow
Standardize and automate recurring administrative cycles and tasks.
Annual Data
Streamlined census collection and year-end questionnaire management.
Secure Portal
Branded environment for sponsors to complete tasks and share files.
Distributions
End-to-end processing and tracking of participant distribution requests.
Fee Schedules
Manage complex billing models and automated fee calculations.
Reporting
Global visibility into firm-wide progress and operational bottlenecks.
Controls
Audit trails and permissioning to ensure SOC 2 compliance.
See every plan in context
Access detailed plan documents, key contacts, billing history, and current compliance status in a single, high-fidelity workspace. No more digging through network drives.
- check_circle Dynamic Summary Cards
- check_circle Integrated Document Library
Keep recurring work on schedule
Move beyond static task lists. Our visual timeline and stage cards help managers see exactly where bottlenecks are forming across thousands of plans.
- alarm Automated Overdue Alerts
- group_add Multi-Office Capacity Management
Give sponsors a better experience
Reduce frustration with a secure, branded portal where sponsors can upload census data, answer questionnaires, and message your team directly.
"Since moving our sponsors to the PlanWise portal, document collection has become an automated breeze rather than a manual chase."
Engineered for every stakeholder
TPA Executives
Manage profitability and risk across the entire book of business.
Ops Managers
Load balance work and track deadlines with surgical precision.
Consultants
A clear history of client communications and plan changes.
Compliance
Strict controls and audit logs for testing and reporting.
Plan Sponsors
A professional, easy-to-use digital home for their plan.
Purpose-built solutions
From initial onboarding to recurring reporting, PlanWise handles the heaviest operational lifting.
New plan onboarding
Systematize the transition process from previous providers with automated document collection checklists.
Annual administration
Streamline compliance testing, Form 5500 preparation, and required disclosures with logic-driven workflows.
Census collection
Standardize payroll data inputs and questionnaire responses to reduce back-and-forth errors.
Distributions
Centralize the tracking of loans and distributions to ensure timely processing and recordkeeping alignment.
Document management
A permanent, searchable repository for plan documents, adoption agreements, and investment policies.
Executive reporting
Visual intelligence for owners to monitor office performance, revenue leakage, and service level trends.
Connected to your ecosystem
PlanWise doesn't replace your essential tools—it orchestrates them. Secure APIs and flat-file exports ensure data flows where it's needed.
Enterprise-grade security by default
Frequently asked questions
How long does implementation take?
Most firms are fully onboarded and running their first major workflow cycle within 30-45 days.
Can we migrate existing data from spreadsheets?
Yes, we provide bulk upload templates and mapping services to ensure your history is preserved.
Is the sponsor portal white-labeled?
Absolutely. Your firm's branding, logo, and colors are front and center for your clients.
How does pricing work?
Pricing is tiered based on the total number of plans managed, ensuring it scales with your firm's growth.
Do you support 3(16) fiduciary services?
Yes, our workflow modules include specific templates and reporting for 3(16) fiduciary administration.
Is user support included?
Every subscription includes unlimited support for your team and a dedicated success manager.
Bring structure to every plan, every workflow, and every deadline
Join the leading TPA firms that have traded operational chaos for architectural precision.