Restate the plan you have
Upload your current Adoption Agreement — a Word file or a scan — and PlanBridge restates it for the newest cycle. Nothing is guessed: what the sponsor checked is what carries over. No file? Enter it by hand instead.
Retirement plan documents, automated
Restate existing plans. Set up new ones.
Upload a sponsor's current Adoption Agreement and PlanBridge restates it for the newest cycle, carrying their elections across. Starting from scratch? Answer plain-language questions and PlanBridge fills in a new plan document. For 401(k) and 403(b) plans, including K-12 and RICA.
Overview
From first answer to finished document
Start a brand-new plan
Setting up a plan that doesn't have a document yet? Answer plain-language questions and PlanBridge fills in the new plan's Adoption Agreement for you. No upload needed.
Review, then download
Anything that needs a second look is flagged for you to check, and items that are new in the newest cycle are asked step by step. When you're done, finalize and download the finished plan documents.
Pricing
Pay per plan document, not per seat
Pay as you go
$49.00 / plan document
One token per plan, charged only when you finalize it.
- Restatements and new plans
- Every supported 401(k) and 403(b) document, including K-12 and RICA
- Finished plan documents to download
Most popular
Bulk
$44.10 / plan document
10% off the whole order when you buy 5 or more at once.
- Everything in pay as you go
- Up to 100 tokens per purchase
- Save a card for one-click top-ups
Enterprise
Custom
For third-party administrators handling plans at volume.
- Bulk plan creation from a CSV of employers
- Volume pricing beyond the standard discount
- Onboarding for your administration team
Ready to start your first plan?
Upload your current Adoption Agreement to restate it for the newest cycle, or answer plain-language questions to set up a new plan.
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