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

Product documentation for evaluators.

Start here if you are reviewing KinetiPlan for your firm: product scope, technical architecture, data formats, calculation references and how an evaluation runs.

ON REQUEST

Shared during an evaluation

DocumentStatus
JSON API reference (interactive docs in the pilot build)Working in pilot build
Census and payroll CSV layoutsWorking in pilot build
Calculation methodology notesDraft
Installation and operations guidePlanned
Administrator user guidePlanned
Security controls evidence packPlanned

Ask for any of these through a technical consultation.