Give each plan the fee review and committee record you give your largest one, with the team you have.
You work in plan administration, governance, and oversight all day. PlanSync replaces your fragmented tools with one operating system built around specialist work, so the smaller plans in your book get the documentation you used to save for your largest relationships.
Specialty practices depend on consistency. You want each plan to get the fee review, IPS rigor, and committee documentation your largest plan gets, and you can't hire your way there. PlanSync lets your current team hold that standard across the book, quarter after quarter.
What gets in the way.
These problems come from plan data split across recordkeepers, TPAs, and spreadsheets. We built PlanSync around that split.
You pull data, rebuild decks, and hand-format committee packets for each plan, then do it again next quarter.
IPS in Word, fee analysis in Excel, due diligence in PowerPoint, action items in email. None of it reconciles or audits cleanly, and you start over next quarter.
Each new plan adds hours. Smaller relationships get less attention than they deserve, and you know it.
Disclosures, committee minutes, and attestations keep piling up. Each audit asks for more than the last one did.
Built around the work you do each week.
The features retirement specialists use most, in place of the separate tools you run today.
AI drafts meeting minutes and briefs from live plan records, and each figure traces back to its source. Automated quarterly and annual reports are coming soon.
PlanSync 360 keeps your book in one system of record and lists your servicing tasks and upcoming deadlines, so you don't track them from memory.
Segment by tenure, balance band, deferral rate, age cohort, or rollover signal, then send tailored education and outreach to thousands of participants without building each campaign by hand.
fi360 fund monitoring today. Target-date glide-path and vintage-by-vintage analysis for the QDIA decision is coming soon.
Import a Teams, Google Meet, or Zoom (beta) transcript, or paste one, and AI drafts the minutes, then captures commitments: who owes what, from sponsor to TPA to recordkeeper.
Compare a prospect against Form 5500 peers, model current and proposed fees, and bring the comparison to the sponsor conversation.
Replaces email-and-spreadsheet implementations. Each new plan gets a Plan Setup checklist, and commitments track what the sponsor, TPA, and recordkeeper still owe.
Plan facts, minutes, and touchpoints cite their source document, and the audit trail logs each change. The RFP engine is coming soon.
A day on PlanSync.
You follow the same steps each quarter for each plan. PlanSync handles the routine work and flags what needs your decision.
Each new plan gets a Plan Setup checklist. Commitments captured from your meetings track who owes what: sponsor, TPA, or recordkeeper.
PlanSync 360 extracts facts from the plan documents you upload, cross-checks them against Form 5500, and ranks your servicing items by priority. You start the day with that list.
Use fee comparisons in Prospecting to evaluate opportunities, and fi360 fund monitoring in the plan investment view to document fund decisions. Target-date glide-path analysis is coming soon.
AI drafts committee minutes and briefs from live plan records today. Automated quarterly and annual reports, and the RFP engine, are coming soon.
Send segmented participant outreach across the book, from education campaigns and deferral nudges to near-retirement planning, without rebuilding the campaign for each plan.
How the practice runs with PlanSync.
Each figure links to its source document, and each plan follows the same documentation steps.
Your smaller plans get the same depth as your largest, and you don't add headcount to get there.
You capture minutes, touchpoints, and commitments as the quarter runs, so the record is written by the time it closes.
The modules this practice uses most.
Questions teams like yours ask first.
No. PlanSync sits alongside the recordkeeper. It works from your plan documents and Form 5500 data and turns them into governance, plan-review, and servicing workflows for advisors, which recordkeepers don't build.
TPAs appear in the Plan Setup checklist and in commitments, which you capture from your meetings to track who owes what: sponsor, TPA, recordkeeper, or you.
Yes. Upload your existing IPS and it sits in the plan's record with the plan's other documents, searchable with cited answers. IPS scorecarding is coming soon with Investment Analytics.
Plan documents and Form 5500 data, payroll connections or census uploads for Viserly, and your CRM: Salesforce, Wealthbox, HubSpot, and Dynamics 365 connections are in beta, switched on per firm, and any CRM can import by CSV. fi360 fund data connects directly, and Enterprise firms can scope custom integrations.
Investment Analytics is coming soon. Today, fi360 fund monitoring runs in each plan’s investment view; target-date glide-path and vintage analysis is coming soon.
PlanSync helps you deliver specialist-grade work across your whole book, so your smallest plan gets the care your largest one does.
Other ways teams use PlanSync.
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