Payroll intake
Upload payroll CSV exports from ADP, Paychex, Gusto or a generic layout. Files are validated against the plan census, then posted to the trust ledger; failures are rejected with reasons.
THE PILOT BUILD
A working TPA operating system, not just a concept.
KinetiPlan’s pilot build already runs the core of a TPA practice in one place: sponsors and plans, participant census, annual administration projects, nondiscrimination testing, the compliance calendar, the recordkeeping ledger, payroll intake, billing and reports. Every screen below comes from the pilot demo environment.
Pilot build in useAll demo data is syntheticAI assistant planned for a later phase
OPERATIONS OVERVIEW
One live picture of the practice.
- KPI tiles for plans in view, items needing review, reconciliation rate, active participants and admin assets, computed from the database
- Workflow status that surfaces exceptions needing human review and payroll batches posted by validation rules
- Contribution and processing volume over 30 or 90 days, plan type mix, projects due soon and recent activity
COMPLIANCE TESTING
Annual testing on each plan’s census.
- ADP/ACP, 410(b), top-heavy, 402(g) and 415(c) results per plan for the selected plan year
- Action-required items with the corrective step and deadline, plus estimated corrective distributions
- Form 5500 readiness tracking and a per-plan testing report
RECORDKEEPING & LEDGER
Audit-traceable money movement.
- Pooled trust account balance, pending ACH settlement batches and unbatched transactions
- Ledger activity filterable by status, type, plan and date, with CSV export and manual adjustments
- Discrepancy alerts that open an exception resolution center where staff approve or dismiss with notes for the audit trail
ANNUAL ADMINISTRATION PROJECTS
Every plan year, tracked to done.
- Projects on a board or list: not started, in progress, on hold and completed
- Owner, priority, progress and due date on every project, filterable by owner and year
- Project detail with the tasks behind each annual administration cycle
COMPLIANCE CALENDAR
Deadlines you can’t afford to miss.
- Regulatory deadlines for every plan across prior, current and next plan years
- Overdue, due-in-30 and due-in-90 counts, filterable by category and consultant
- Subscribe to or download the calendar as an .ics file
PLAN RECORDS
Everything about a plan on one page.
- Plan type, plan number, effective date, plan year end, recordkeeper and advisor
- Assets, active and terminated participants, average deferral and participant balances
- The plan’s ledger activity, payroll batches, projects and open discrepancies
BILLING & PROPOSALS
Price, propose, invoice and collect.
- A TPA fee schedule calculator (base fee, per-participant fee, asset-based bps) that drafts a proposal
- Fee collection status across ACH and check payments, pending and overdue invoices, and proposals awaiting response
- Invoice list with quarterly invoice generation
STAFF WORKLOAD
See who is carrying what.
- Open projects, open tasks, overdue tasks and 30-day throughput
- Open versus overdue tasks per team member
- Sortable workload table with CSV export
ALSO IN THE PILOT BUILD
The rest of the practice, connected.
Sponsors & participants
Plan sponsor and participant directories with census detail, linked to plans, contacts, projects and ledger activity.
Search everything
One search across sponsors, plans, participants, contacts, projects and staff, by name, EIN or city.
JSON API
A documented JSON API over the platform’s data, with interactive API docs for integration work.
Reports
Standard operational reports such as staff workload, with CSV export for further analysis.
Ask Kineti AI (planned)
AI features are planned for a later phase. In the pilot build the assistant opens a preview panel only and does not call any AI service.
WHERE THE PRODUCT STANDS
What is working today, and what still needs validation.
| Area | Status | Notes |
|---|---|---|
| Plans, sponsors, participants, projects, calendar | Working in pilot build | Shown above with synthetic data. |
| Compliance testing (ADP/ACP, 410(b), top-heavy, 402(g), 415(c)) | Working in pilot build | Results should be reviewed by qualified staff before use. |
| Ledger, discrepancy queue and payroll intake | Working in pilot build | Live payroll and custodian connections are scoped during a pilot. |
| Billing, proposals, invoices and reports | Working in pilot build | Fee schedules are configured per TPA. |
| AI assistance | Planned | Preview panel only; no AI service connected. |
| Production hosting, security attestations and integrations | Validated per customer | Agreed and evidenced with each customer before live data is used. |
The pilot build is not a generally available or certified production system. Screens show synthetic demo data; no real people, employers or account numbers are involved.
SEE IT ON YOUR OWN WORKFLOW
Book a live walkthrough of the pilot build.
Tell us which workflow matters most and we will walk through it in the product, then outline what a focused pilot would need to prove.