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 retirement plans in real-time.
Business identity
- Phone number
- +1 802-234-4049
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 1-10 employees
- Revenue range
- $0+
- Founded
- 2002-01-01, Year
Headquarters
- Headquarters
- Dresher, Pennsylvania, United States
- Postal code
- 05032
- Country code
- US
- Continent
- North America