MethodPlan Reviews & Product Details

MethodPlan is a pre-built, Salesforce-native retirement plan advisory solution designed for RIAs and BDs managing corporate retirement plans, including 401(k), 403(b), Cash Balance, and more. Built by retirement plan industry experts, MethodPlan helps firms replace scattered data, manual work, and disconnected processes with a standardized way to manage their plan business. It gives teams a complete view of clients, plans, and work in one place, while providing the foundation to customize the platform as the business grows. MethodPlan includes industry-specific workflows for key processes such as onboarding and agreement creation, plan transitions, plan reviews, and RFPs. Standardized processes also make it easier to onboard and train new employees, helping them ramp up faster and reducing errors as they learn the business. Beyond workflow management, MethodPlan helps create a single source of truth for your retirement plan business. Centralizing data in Salesforce gives firms greater control over their information, more reliable data, and clearer client and business insights. The result is a scalable operating foundation that helps advisory firms manage complexity, reduce manual work, and free up their teams for higher-value work.