(k)Bot AI Dashboard
If you want: Current Regulations, Answers to challenging retirement plan questions, TPA Revenue Share Comparisons and Analysis, Custom Emails to Plan Sponsors....You're in the right place
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(k)bot
Ask (k)bot anything regarding the retirement plan industry, whether it's 401(k), Cash Balance, Prevailing Wage (k)bot has the answers you're looking for.
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TPA Rev Share Analysis
Have (k)bot calculate the potential revenue share on a plan.
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Secure 2.0 Calculator
Calculate the generous Secure 2.0 tax credits. Both Admin fees and employer contribution credits are calculated.
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AI Reporting and Email Options
Have (k)bot draft an email for you about the subject matter of your choice. Select a 'Style' and 'Tone' form the drop down menu options and your custom email has never looked better.
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Form 5500 In-Depth Analysis
Upload a 5500 report (or severals years reports) and get a detailed AI analysis of potential red flags.