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MethodPlans

Purpose-built workflows. Tasks assigned automatically.

MethodPlans are MethodPlan's ready-made workflow templates for the recurring work of retirement plan advisory. Start one, and every task is created and delegated to the right person.

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Active MethodPlans report showing active workflows by template
Active workflows by template
Acadia Group plan transition workflow in progress, with its tasks in MethodPlan
Plan transition workflow in action
Templates included

Ready for the work you repeat.

  • Fund Change
  • New Agreement
  • Plan Review
  • Plan Transition
  • Proposal RFI
  • Proposal RFP
  • RFI
  • RFP
  • Start Up Plan
  • Takeover Plan
MethodPlan Templates list with template names and target objects
MethodPlan Templates list in the MethodPlan demo environment
Automatic task assignment

The right person, every time.

1
Roles are set during onboarding
When a plan is onboarded, your team members are selected for their roles on it.
2
Start a MethodPlan
Its tasks are created on the record it runs on.
3
Tasks go to the right owner
Each task is delegated automatically, based on the roles on the plan.
4
Work moves forward
Tasks are worked alongside the record’s stages, with guidance throughout.
Activities created for the Acadia Group plan transition workflow, each with an assignee and due date
Tasks created for an active workflow.
Custom MethodPlans

Build MethodPlans for your own processes.

Create custom MethodPlans for the work your firm handles its own way. Start one on demand, or set it to run on a schedule, with tasks assigned automatically.

Standard templates for common retirement plan processes
Custom MethodPlans for your own processes
Started on demand or on a schedule
Automatic task assignment for both
Next step

See MethodPlan in action.

A live demo with the MethodPlan team.

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