FAQ
Frequently asked questions
Quick answers about Equaplan. Don't see yours? Ask during a demo.
Equaplan is cloud actuarial software for retirement plan professionals. It handles proposals, funding valuations, reports, and Schedule SB for Solo Cash Balance + 401(k) plans.
Today Equaplan focuses on Solo Cash Balance + 401(k) plans. If you work with other designs, tell us during your demo.
Yes. Equaplan runs in a modern desktop browser on any operating system. It is designed for desktop and laptop screens.
Yes. They are maintained centrally in the platform.
Yes. Company admins can save plan templates and firm settings that every new proposal or valuation starts from.
Your actuary. Equaplan performs the calculations and keeps inputs visible, and a qualified actuary reviews and certifies the results.
Book a demo. We'll walk through the product and talk about setting up your firm.
See it with your own plans
Book a walkthrough of Equaplan
We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.
What the demo covers
- 1A live walkthrough from census to Schedule SB
- 2A look at templates, calculators, and team roles
- 3Time for your questions about setup