You know your clients and your workflows. KinetiPlan's product vision is to help independent TPAs improve operational visibility and gradually connect administration, recordkeeping, and service delivery.
Discuss your operating model →Improve selected administrative workflows while retaining an existing recordkeeping relationship where feasible.
Explore a broader operating model that links administrative processes with participant accounts, transactions, and reconciliation.
Define how the platform could operate within infrastructure and governance requirements agreed with your organization.
A retirement platform should earn trust through evidence, not promises. A pilot can validate workflow fit, data quality, calculations, controls, and operational readiness in a contained scope.
Map the current process, users, systems, file formats, exceptions, and control points.
Select a workflow, agree success measures, define roles, and identify data dependencies.
Use test data, reconcile outputs, review security, and document every material discrepancy.
Review evidence with operations and technical stakeholders before expanding or entering production.
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 →We’ll help outline a practical discovery and pilot conversation based on your current systems and priorities.