Retirement Plan Software logo

Retirement Plan Software

by Actuarial Systems · Since 1981
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorActuarial Systems
Year launched1981
StatusActive
Location15840 Monte Street, Suite 108, Sylmar, CA 91356, US
Countries servedGlobal
Languages9
Integrations
Free tier
Free trial
Contact salesYES

About Retirement Plan Software

Retirement Plan Software is a management platform from Actuarial Systems that supports the administration of retirement plans. It includes features such as plan design modeling, compliance testing, and participant communication tools so organizations can effectively manage their retirement offerings. The software also provides reliable reporting capabilities to analyze plan data and usage trends. Tailored for pension administrators and benefits managers, the platform helps ensure adherence to regulations and simplifies communication with plan participants. Key capabilities: plan design modeling compliance testing participant communication tools reliable reporting data analysis Best for: pension administrators and benefits managers that need to manage and analyze retirement plan offerings.

Retirement Plan Software by Actuarial Systems is a comprehensive benefits administration platform designed to assist employers, benefits administrators, and financial advisors in managing, calculating, and overseeing retirement plans. The software provides users with robust tools for administering complex retirement plans, including 401(k), pension, and other defined benefit plans. With its cloud-based and web-enabled capabilities, this software helps streamline the retirement plan process by offering a variety of functionalities designed to simplify the management and compliance aspects of retirement benefits. One of its key features is the integration of actuarial calculations and reports, ensuring that plan sponsors meet regulatory requirements while also optimizing the financial health of the retirement plans. The user interface of the Retirement Plan Software is well-organized, providing a clear and intuitive layout that simplifies complex retirement plan administration tasks. While not excessively flashy, the platform prioritizes functionality and usability, offering easy navigation through its various features. The dashboard provides users with a high-level overview of plan performance, key metrics, and upcoming deadlines, making it simple for administrators to monitor their plans at a glance.

Pros & Cons

What users like
  • +Comprehensive Suite of Solutions: Offers a wide range of products and services, including software, documents, training, and support.
  • +Industry Expertise: Backed by experienced retirement plan professionals who understand the complexities of the industry.
  • +Innovative Technology: Utilizes advanced technology to automate tasks and improve efficiency.
  • +Strong Customer Support: Provides excellent customer support and training resources.
  • +Compliance Focus: Helps clients stay compliant with ever-changing regulations.
What users flag
  • Potential Learning Curve: The software may have a steep learning curve for new users.
  • Limited Customization: While the software is customizable, it may not be as flexible as some other solutions.

Features

Key features

Comprehensive Document Generation
Create a wide range of retirement plan documents, including 401(k) plans, defined benefit plans, and 5500 forms.
Compliance Testing
Conduct compliance testing to ensure plans adhere to IRS regulations.
Intelligent Automation
Automate tasks like data entry and document generation to increase efficiency.
Data Integration
Seamlessly integrate with other systems to streamline workflows.
Cloud-Based Platform
Access software and data from anywhere, anytime.
Expert Support
Receive expert support from experienced retirement plan professionals.
Continuing Education
Stay up-to-date with industry regulations through ongoing training and webinars.

Additional features

Access to retirement planning tools, personalized retirement savings recommendations, investment guidance, retirement income planning, goal tracking and progress monitoring, access to financial advisors, account consolidation and organization, tax-efficient withdrawal strategies, scenario modeling, retirement readiness assessments.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
8
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseKorean.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY

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