Every plan you advise, in one place you can trust.
Plan details, fees, reviews and history on one record, so the answer to a client question is a click away.
What our customers say
Implementing MethodPlan gave us the exact structure we were missing. Routine workflows are more streamlined and efficient, our recordkeeping is more compliant, and our data integrity has never been stronger. Administrative friction and roadblocks have been stripped away, allowing us to focus on servicing plan sponsors and participants.
MethodPlan has helped us bring greater structure and efficiency to our retirement plan workflows within Salesforce, while saving us significant time and expense associated with custom development. The dashboards provide valuable visibility into our overall business, and the MethodPlan team has been a great partner through implementation and ongoing support.
Less searching. Better client conversations.
Plan information lives on one record instead of across spreadsheets, shared drives and email.
A service history on every plan shows clients the work behind your advice.
Workflows and automated tasks handle the hand-offs.
Less time rebuilding information, more time advising.
Every task assigned. Every step on record.
Start a purpose-built MethodPlan and each task goes to the right team member automatically. As the work gets done, it builds a service history on the plan: a record of reviews, fund changes and meetings that shows clients the value of your work, especially when fees come up.
- Plan review completedAnnual review, signed by the sponsor
- Fund change completedLineup updated after committee approval
- Fee benchmarkingResults shared with the plan sponsor
- Investment committee meetingNotes and follow-up tasks recorded
- Plan onboardedRoles and agreements set up
Built for everyone who supports the plan.
Whether you advise within a larger organization, lead a field office, or run an independent practice, MethodPlan gives everyone who supports the plan a shared place to see what needs doing and who owns it.
- Less manual coordination
- Clear responsibilities, with tasks assigned automatically
- Standardized processes across the team
- Fewer things falling through the cracks
See MethodPlan in action.
A live demo with the MethodPlan team.