How it works
A clear path from census to signed report
Equaplan follows the steps your actuaries already know, with data that carries from one step to the next.
Valuation · Plan year 2026Sample data
Sample Dental PLLC Cash Balance Plan
Plan year 2026 · Valuation date 01/01/2026 · 2 participants
| Participant | Compensation | Pay credit | Opening balance |
|---|---|---|---|
| R. Alvarez | $360,000 | $82,000 | $351,600 |
| M. Alvarez | $60,000 | $14,000 | $61,280 |
| Total | $96,000 | $412,880 |
Entered once. The same census feeds the valuation, the report, and Schedule SB.
Fig. 1 · Illustrative sample plan. The same record carries through all four steps.
Getting started
Onboarding in three steps
1
Book a demo
We walk through Equaplan with your own plan types in mind.
2
Set up your firm
Add firm settings and plan templates, and invite your team.
3
Bring in clients
Create clients and plans, then start proposals or 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