PRODUCT ROADMAP
What exists, what is next, what is not offered.
A plain list of KinetiPlan capabilities and their status, so a TPA can judge fit without a sales call.
IMPLEMENTED VS PLANNED
The full feature list, with status.
Administration
- Plans, sponsors, participants, contacts Working in pilot build
- Annual administration projects board Working in pilot build
- Per-plan compliance calendar with .ics Working in pilot build
- Eligibility and entry-date determination Working in pilot build
- Staff workload reporting Working in pilot build
- Loan processing workflow Planned
- Distribution processing workflow Planned
- RMD calculations and alerts Planned
- Force-out project template Planned
- Data migration utilities Scoped per customer
Recordkeeping
- Pooled trust ledger with ACH settlement records Working in pilot build
- Payroll CSV intake (ADP, Paychex, Gusto, generic) Working in pilot build
- Discrepancy queue with notes Working in pilot build
- Forfeiture accounting Planned
- Investment reconciliation against custodian files Planned
- Participant statements Planned
- Daily valuation and trading Not offered
Compliance
- ADP/ACP, 410(b), top-heavy, 402(g), 415(c) testing Working in pilot build
- Corrective distribution estimates and deadlines Working in pilot build
- Form 5500 generation and direct EFAST2 filing Working in pilot build
- SECURE 2.0 small employer credit calculator On this website
- SECURE 2.0 Roth catch-up checks in payroll validation Planned
- Annual compliance workflow templates Planned
- 401(a)(4) general test and cross-testing Not offered
- Plan documents Not offered
Platform
- JSON API with interactive docs Working in pilot build
- Billing, proposals and invoices Working in pilot build
- Employer and participant portals Planned
- Role-based access and SSO Planned
- Complete audit log Planned
- AI-assisted review (read-only, human-approved) Planned
- Live payroll, custodian and recordkeeper connectors Scoped per customer
Status key: Working in pilot buildOn this websiteScoped per customerPlannedEvaluating
"Working in pilot build" means the function runs in the KinetiPlan pilot build on synthetic demo data. It does not mean generally available, certified or production-proven. "To be verified" means the engineering team has not yet confirmed it with evidence.
HOW THE ROADMAP IS SET
Design partners decide the order.
After the pilot build, priorities come from 2 to 3 design partner TPAs and the workflows that cost them the most time. No dates are published until scope is agreed with them. Planned items can change. Items marked “Not offered” are outside the current scope.
SHAPE THE ROADMAP
Become a design partner.
Choose the conversation that fits where you are. Calls run on Google Meet. Nothing on this website asks for participant data.
Schedule a product demo →A live walkthrough of the pilot build on Google Meet, on the workflow you choose.Request a technical consultation →Architecture, data model, API and testing logic with an engineer.Request a migration assessment →Bring de-identified exports; we map them and list the gaps.Request a deployment discussion →Customer-hosted AWS or on-premises: responsibilities and evidence.Download the product overview →A 4-page PDF for partners and IT reviewers.