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

Implementation that proves itself before you commit.

KinetiPlan is introduced through a scoped pilot with a parallel run on your de-identified data, so every result is checked against your current system before anything changes.

PILOT IMPLEMENTATION

A typical first engagement

  1. Week 0: discovery

    Your plan mix, current systems, data exports and the workflow to prove first. Output: written pilot scope and acceptance criteria.

  2. Weeks 1 to 2: environment

    Customer-hosted environment provisioned (your AWS account or servers), access process agreed, synthetic smoke test.

  3. Weeks 2 to 4: data mapping

    De-identified census, payroll and balance exports mapped; validation rules tuned to your plans.

  4. Weeks 4 to 8: parallel run

    The same plans processed in KinetiPlan and your current system; differences explained line by line.

  5. Week 8+: decision

    Review against the acceptance criteria. Expand, adjust or stop.

ROLES

Who does what

ActivityYour teamSoftware Home
Scope and acceptance criteriaOwner, operations leadProduct lead
EnvironmentIT: account, network, identityInstall, configure, document
Data exportsPlan administratorsMapping and validation rules
Parallel run reviewPlan administrators, complianceExplain every difference, fix defects
Sign-offOwnerRelease notes and evidence pack
WHAT WE NEED FROM YOU
  • De-identified census and payroll files for 3 to 5 plans with different designs.
  • Your current test results for the same plans and year, to compare.
  • A named operations lead with a few hours a week.
  • An IT contact for the environment and identity provider.