DISCOVERY
How to scope a TPA software pilot
Choose one workflow, define owners, map exceptions, and agree evidence-based success criteria.
Discuss a pilot →Use these starter guides to structure conversations about platform fit, integrations, migration, and operational controls.
Choose one workflow, define owners, map exceptions, and agree evidence-based success criteria.
Discuss a pilot →Inventory data sources, map fields, test edge cases, reconcile totals, and define rollback conditions.
Discuss migration →Clarify responsibility for patching, backups, keys, support access, monitoring, and incident response.
Explore security →Prioritize summarization, search, and drafting while keeping financial processing controlled and reviewable.
Explore AI workflows →Use these questions to guide internal discussion. The right answers depend on your plan mix, service model, staffing, vendors, and risk appetite.
That can be a useful migration path in principle, but feasibility depends on available interfaces, data ownership, contract terms, and how the systems divide responsibilities.
Define test cases, reconciliation reports, exception logs, access-control evidence, recovery tests, and sign-off from the staff who will operate the workflow.
Start with lower-risk assistive tasks such as summarization, internal knowledge search, and draft preparation. Set review requirements, logging, data-use rules, and clear limits before enabling higher-impact tasks.
Explicit business rules, traceable inputs, controlled posting, idempotent processing, reconciliation, exception management, and a documented correction process.
Detect discrepancies, work them in one queue with linked records, and close each with resolution notes for the audit trail.
Read the guide →Receive payroll CSV files, validate them against the census and plan rules, route exceptions, and post only clean batches.
Read the guide →Track regulatory deadlines per plan across plan years, assign owners, and link each deadline to the project task that meets it.
Read the guide →Prepare the census, run ADP/ACP, coverage, top-heavy and limit tests, process corrections, and deliver a reviewed report.
Read the guide →Tie source totals to posted ledger activity, settle ACH clearing files, and resolve out-of-balance items with an audit trail.
Read the guide →Price plans from base, per-participant and asset-based fees, issue proposals, invoice quarterly, and track collections.
Read the guide →KinetiPlan's proposed Parallel Validation Gates framework for transferring census data from legacy TPA platforms, with mapping, plan-rule validation, parallel running, acceptance criteria and a fallback plan.
Learn more →How KinetiPlan's connected modules help independent TPAs cut manual errors, speed up recordkeeping and grow without re-keying data.
Learn more →How KinetiPlan approaches customer-hosted deployment, with a proposed shared-responsibility model agreed with each TPA before production.
Learn more →How KinetiPlan generates Form 5500 and its schedules from the plan record, tracks validation anomalies, routes the filing for sponsor signature and transmits it directly to EFAST2 behind explicit human approval gates.
Learn more →What a 3(16) plan administrator is responsible for, and which audit-trail records the KinetiPlan pilot build keeps to support that role.
Learn more →How KinetiPlan keeps the inputs a 5500 preparer needs on one plan record, tracks 5500 readiness, and generates and transmits the filing directly to EFAST2 under human approval gates.
Learn more →How KinetiPlan's projects board, staff workload report and compliance calendar help a TPA see and balance its work when year-end and testing season peak.
Learn more →How KinetiPlan aims to take manual rework out of each plan so a TPA's existing staff can handle more plans, with readers modeling their own numbers.
Learn more →How KinetiPlan approaches E&O risk for TPAs with exception queues, deterministic statutory limit checks, documented resolutions and proposed override logging, and what software cannot do for liability.
Learn more →Share the workflow, constraints, and outcome you want to improve.