About MethodPlan
Created from firsthand experience in the retirement plan industry.
Our story
Why MethodPlan exists.
MethodPlan started the way a lot of good tools do: with people tired of making the wrong software fit.
Its founders spent years inside the retirement plan advisory business. Plan details lived in spreadsheets, fee schedules in shared drives, and the history of the work in inboxes. The software available was built for something else, so they built what the work actually needed.
That became MethodPlan: a CRM built around the plan, with connected plan records, purpose-built workflows and invoicing, native to Salesforce.
The team
The people behind MethodPlan.
John Chandler
Co-founder
Anne Olson
Co-founder
Lara Luik
Director of Customer Success
Elle Litwinetz
Director of Marketing
Next step
Let’s talk about your retirement plan practice.
Ask us about MethodPlan, explore a partnership, or see the platform in action.