Fit PlanWise to the way retirement operations really work
Stop forcing your team into rigid workflows. PlanWise mirrors the architectural complexity of TPA and administration firms, providing the precision needed to scale complex plan cycles without the chaos of spreadsheets.
The Operational Lifecycle
One unified system to orchestrate every stage of the plan year, from initial intake to final reporting.
Intake
Data gathering & validation
Assign
Resource load balancing
Collect
Automated census retrieval
Review
Compliance & quality checks
Complete
Cycle finalization
Report
Stakeholder insights
Tailored for your specific challenges
Annual administration teams
Automate recurring compliance tests and government filings. PlanWise handles the heavy lifting of scheduling so your administrators focus on high-value advisory work.
- check Bulk filing status tracking
- check Automated testing triggers
Multi-office TPA firms
Standardize operations across regional offices without losing local flexibility. Monitor enterprise-wide health through a single pane of glass.
Turnaround & Accountability
Identify bottlenecks in seconds. Get real-time data on step-by-step progress for every plan in the house.
Sponsor Communication
Replace confusing email chains with a white-labeled client portal. Secure, branded, and incredibly simple for sponsors.
Spreadsheet Replacement
Kill the "V3_Final_Final" version control nightmare. One source of truth for all plan data and status updates.
Ready to architect better operations?
Join hundreds of TPA firms that have eliminated operational friction with PlanWise.