top of page

Subscribe Today​

Click below to subscribe + read the terms and conditions

Plans and Features

Compare our Subscription Plans

Basic (DC)


USD/user/month billed annually 

Intro Plan for DC Plan Designers

Designs are Subscriber Produced Only

1 User

Email Support

DC Plan Suite

Professional Bio Contact Web Page

Digital Request For Proposal (RFP) 

Web Page & Link

Executive Summary Presentations

3-Plan DC Comparative Analysis

Email Support

No Design Assistance

Producer Partner


USD/user/month billed annually

Best Buy for TPA Firms/Financial Advisors 

Designer Assistance

2 User Accounts (Firm)

Same as Basic (DC) PLUS

Up to 2  Professional Bio Pages and RFP Links

Includes Cash Balance Plans and

 Combo Plan Analysis

Expanded Detailed Presentations

Branded Illustration by User

Pension Pro – Sales Pitch Integration

Add additional user account $100 each

Designer Assistance

Email and Chat Support

Sales Team


USD/user/month billed annually

Best Buy for Small Advisory/TPA Sales Teams

Designer Assistance 

1-3  User Accounts (Firm)

Same as Producer's Partner

Email, Chat, and Phone Support

All types of Defined Benefit (DB) Plans

 [including Sec412(e)(3) fully-insured pensions and traditional defined benefit]

Supervisor Role Account

Usage Analytics & Geomapping

Enterprise Version and Add-ons

Small Enterprise*


USD/user/month billed annually

Best Buy for Small Enterprises

Designer Assistance

4-7 Users Accounts PLUS 

4 additional Professional Bio and RFP Pages

*Large Enterprise - Ask for Quote




 Small Business & Enterprise Versions

Additional Users Versions

Website & Custom presentation development (1 hour)

2 additional Professional Bio and RFP Pages

TPA Partner Registration

Add-On Designer Produced Illustration



Available on all levels

3 DC Plan Bundle Design $200 (Ad Hoc)

Combo Plan (DC/CB) - $300 (Ad Hoc)

Purchase Illustrations as a Bundle 12 or more

(10% Discount)

bottom of page