PlanGen

United States
Dresher, Pennsylvania, United States
+1 802-234-4049 ★

Company profile

PlanGen company profile

PlanGen LLC has been providing advanced Fintech plan design and illustration technology solutions for the retirement, life insurance and annuity industry since 2002. PlanGen provides a digital platform to distribute the full spectrum of defined contribution (DC) and defined benefit (DB) retirement plan onboarding, design, compliance testing and co-brandable illustration capabilities across multi-hierarchy Advisor networks, life carriers, agencies and independent Advisors while delivering detailed activity analytics, data flow export integrations for Record Keepers, document providers, and Third Party Administrators. PlanGen provides the industry’s only plan design and illustration system capable of dynamically integrating life insurance and annuity products into qualified..... For more information, log in to dureach.com to view the full company profile.

Business identity

Phone number
+1 802-234-4049
Operating status
Active
Company type
For Profit
Employee range
00001-00010 employees
Revenue range
$0+
Founded
2002-01-01

Headquarters

Headquarters
Dresher, Pennsylvania, United States
Postal code
05032
Country code
US
Continent
North America

Capital profile

Funding and company signals

Founders
3

Founders and investors

Founders

Eric EdelsteinRaymond AnknerTodd Trzaskos

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Shipment data

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