Built for independent retirement plan administrators · Designed for control, clarity, and confidence
PRODUCT DEMONSTRATION

See KinetiPlan live in 15 minutes.

A short, focused walkthrough of the KinetiPlan pilot build for independent TPA teams. Pick the workflow, we run it live with synthetic data, and you get a straight answer on fit.

WHAT A DEMO COVERS

A 15-minute walkthrough, on your workflow.

  1. Minutes 1 to 3: your workflow

    You tell us which process costs your team the most time: payroll intake, year-end testing, deadlines, Form 5500 or billing.

  2. Minutes 3 to 12: that workflow in the pilot build

    We run it live with synthetic data: a payroll file with errors going through validation and the exception queue, testing results with corrective items, the compliance calendar, the ledger, or EFAST2 filing with its approval gate.

  3. Minutes 12 to 15: honest fit

    What works today, what is proposed, and whether a scoped pilot on your de-identified data makes sense.

Request a demo

Fields marked * are required. Your message goes straight to the KinetiPlan team.

Do not submit participant data, Social Security numbers, account details, or other sensitive personal or financial information.

WHAT YOU WILL SEE

Screens from the pilot build

Compliance testing screen with ADP/ACP, 410(b), top-heavy, 402(g) and 415(c) results per plan
Compliance testing · pilot build, synthetic demo data
Compliance calendar with overdue, due-in-30 and due-in-90 counts per plan
Compliance calendar · pilot build, synthetic demo data

Prefer to look on your own first? Tour the pilot build screen by screen.

WHO SHOULD JOIN

Bring the people who own the work.

01

Owner or CEO

To judge the business case and the pilot scope.

02

Operations or compliance lead

To judge whether the workflow matches how your team works.

03

IT or security lead (optional)

To ask about customer-hosted deployment and security.

FAQ

Frequently asked questions

Is the demo on real data?

No. The pilot build uses synthetic data only. Do not send participant data, Social Security numbers or account details before a demo.

What happens after the demo?

If there is a fit, we outline a scoped pilot with measurable acceptance criteria on your de-identified data.

Can I try anything without a call?

Yes. The free calculators and the census check run in your browser.