Who it's for
Equaplan for actuarial and TPA firms
One cloud workspace for your firm's Cash Balance book: clients, plans, valuations, and reports.
Firms that administer many small defined benefit and Cash Balance plans spend too much time on installs, license files, and copying data between tools. Equaplan keeps clients, plans, and valuations together in the browser, so the whole team works from the same data.
Key considerations
- Equaplan currently focuses on Solo Cash Balance + 401(k) plans.
- Migration of existing client data is discussed during your demo.
- Results remain subject to review and sign-off by your credentialed actuary.
Solo Cash Balance + 401(k)
Firm default
Owner and spouse
Saved by a company admin
Your firm · team
Visible to your firm only- ACCompany admin
A. Chen
Settings, templates, invitations
- JPUser
J. Patel
Clients, plans, valuations
- User
S. Morgan
Invitation sent
Why it fits
Why the fit comes up here
- Firm-wide templates
- Set up plan templates and firm settings once, then start each new proposal or valuation from your own defaults.
- Team roles
- Company admins manage settings and invite staff. Each firm only sees its own data.
- Clients with several plans
- Each client can sponsor more than one plan, and every saved valuation keeps a snapshot of the plan rules used.
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