Who it's for
Equaplan for plan administrators
Turn a prospect's census into a clear Cash Balance + 401(k) proposal, then carry it straight into valuation.
Sales and administration teams need to show business owners what a Cash Balance plan could look like, fast. Equaplan builds proposals from your firm's templates, and the same client record carries forward when the plan is adopted.
Key considerations
- Proposal figures are illustrations, and the final contribution is set by the actuary.
Proposal illustration · PDF
Cash Balance + 401(k)
Owner, age 54 · plan year 2026
- 401(k) deferral + catch-up$32,500
- Profit sharing$21,600
- Cash Balance pay credit$200,000
Illustrated total$254,100
Illustration only. The final contribution is set by the actuary.
Why it fits
Why the fit comes up here
- Proposal PDFs
- Generate branded illustrations for owners using your firm's settings.
- Calculators
- Solo 401(k), Cash Balance target ratio, and DB contribution calculators for quick conversations.
- No re-keying
- Clients and plans created during the proposal flow carry into valuations.
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