Retirement operations first
Build around plan data, contributions, compliance workflows, billing, participant records, and reconciliation—not generic software language.
KinetiPlan is a proposed software platform focused on the operational needs of independent US third-party administrators. The goal is to bring administration and recordkeeping workflows closer together without treating reliability, traceability, or customer control as afterthoughts.
Build around plan data, contributions, compliance workflows, billing, participant records, and reconciliation—not generic software language.
Make roles, approvals, exception handling, and evidence part of workflow design, not optional documentation added at the end.
Use AI where it can assist people with context and routine work, while keeping deterministic calculations and authorized decisions governed.
Design for the reality that TPAs depend on payroll sources, recordkeepers, custodians, document systems, and reporting workflows.
Make data mapping, parallel checks, acceptance criteria, and fallback plans explicit before expanding scope.
Customer-hosted deployment is a design priority; the actual infrastructure and support model must be agreed and validated with each customer.
KinetiPlan is being developed. This website describes the product direction and intended workflows; it is not a claim of a generally available, certified, or production-proven platform. We believe serious buyers deserve clear answers about what exists today, what is planned, and what needs validation.
KinetiPlan is designed and developed by Software Home, a software development company that builds dedicated teams for financial and retirement-industry clients. Its 401(k) and TPA work includes record-keeping solutions, revenue management automation for 401(k) service providers and complex financial applications for US administrators.
What Software Home brings to KinetiPlan
Hands-on 401(k) and TPA domain work: record-keeping solutions, revenue management automation for 401(k) service providers and complex financial applications for US administrators.
A full delivery team behind the product: developers, UI/UX, QA, business analysis and technical support, working in short, visible iterations.
Read client feedback on Software Home's development work at software-home.net.