ABOUT
Built inside a working 401(k) practice.
The obligation catalog, the daily ten and the way evidence is filed came from a firm's own week, with the examiner's question in mind.
Why it exists.
A plan's year happens in five places, and a firm hears about most of it late. The question was never what is due. It was what proves it was done, and where that proof is when somebody asks.
Who builds it.
A 401(k) advisor and an engineer, inside the practice it runs in.
What it is built on.
- One record per plan. What it owes, who owes it, what proves it.
- Ten a day. A list a person can finish.
- The product sends nothing. The work happens in your Outlook; the product keeps the record.
- What is written down is not rewritten. A ledger an examiner can read.