# PlanGen

PlanGen is a FinTech.

## Overview

- **Organization type:** FinTech
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.plangen.com
- **LinkedIn:** https://www.linkedin.com/company/plangen-l.l.c

## Regulatory record

- **Reports private funds:** No

## About

PlanGen is an innovative FinTech (Financial Technology) company providing valuable educational information and planning tools for financial professionals and the public to help them make informed decision about life and retirement planning.

## Sectors

- FinTech
- InsurTech

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plangen

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