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PlanGen
Founded in 2002, PlanGen builds pension-illustration software that insurance carriers and agencies use to model retirement benefit proposals.
PlanGen
Founded in 2002, PlanGen builds pension-illustration software that insurance carriers and agencies use to model retirement benefit proposals. The company does not originate investments, manage assets, or control a balance sheet — it supplies the analytic tools that financial professionals use to compare and present plan designs. Its user base spans national carriers, sales networks, and independent advisory firms. PlanGen’s platform covers Defined Benefit and Defined Contribution plan illustrations. The system converts actuarial-table data into personalized proposal presentations, collapsing what the firm describes as multi-week manual timelines into near-instant outputs. Design features enforce IRS tax-code compliance, while proposal visuals aim to make pension comparisons legible to business owners and plan sponsors. The firm emphasizes integration with guaranteed-outcome life and annuity products, positioning the software as a bridge between plan design and insurance-product placement. No executive team, headcount, or ownership details are disclosed on the firm’s website. No evidence of institutional fundraising, deployment, or portfolio activity appears in public records — PlanGen presents solely as a software vendor. There is no indication of adjacent vehicles, philanthropic structures, or co-investor networks. Recent operational developments are not publicly available. PlanGen’s structural differentiator is its status as a pure technology provider embedded in the retirement-benefits ecosystem. The firm does not compete for deal flow; it competes on cycling actuarial-grade illustration speed into browser-based tools for non-actuarial users. That architecture — software for plan design, not capital deployment — distinguishes it from asset managers, family offices, and funds that populate most Altss profiles.
General information
Firm type
FinTech
Year founded
2002
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Does PlanGen manage assets or deploy capital?
No. PlanGen is a software company that provides pension-illustration tools to financial professionals. It does not manage assets, make investments, or operate as a fund. All public-facing material describes the firm as a technology provider serving insurance carriers and advisory networks, with no evidence of balance-sheet investment activity.
What problem does PlanGen’s software solve?
PlanGen replaces manual actuarial workflows with a web-based system that generates Defined Benefit and Defined Contribution plan illustrations almost instantly. Insurers and agencies use the platform to model retirement proposals, enforce IRS compliance, and produce client-facing comparisons without waiting for external actuarial support.
Which types of firms typically use PlanGen’s platform?
The firm’s website identifies three customer categories: national insurance carriers, insurance-sales networks, and independent agencies. The software supports their work in designing and presenting retirement-benefit proposals, with an emphasis on integrating guaranteed-income life and annuity products.
Is PlanGen connected to a parent company or investment group?
No ownership structure is publicly disclosed. The firm’s website does not name a parent entity, controlling shareholder, or affiliated investment vehicle, and no record of outside funding rounds is present in available sources.
How does PlanGen differentiate itself from other retirement-planning software?
PlanGen’s core claim is speed: the platform generates multi-life retirement-benefit proposals using pre-built actuarial tables, reducing turnaround from days or weeks to a near-instant illustration. It also layers IRS-compliance guardrails directly into the proposal workflow and focuses on the intersection of plan design and guaranteed-outcome insurance products.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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