RetireForge gives advisors purpose-built tools to compare plan fees, find prospects from Form 5500 filings, and illustrate cash balance designs — in minutes, not hours.
Compare plan costs across custodians and products with built-in fee schedules and multi-year projections. No more maintaining your own spreadsheet models.
Search DOL filings to find plans, see who their current providers are, and convert filings into prospects — all from one place.
Design CB plans with automated nondiscrimination testing and contribution optimization. Model scenarios your clients can actually understand.
RetireForge is in early access. Request an invite to try it out.