Monday 8:14am. Form 5500s that need signatures surface first, discrimination testing flags two plans, participant notices drafted for next week. You triage before standup.
Build my plan ops stack →Pulls each plan's year-end, surfaces 5500 and notice deadlines, texts you the day-of.
Generates required disclosures and fee notices, filled from plan data, ready to mail.
Draws participation and deferral rates, flags sponsors drifting toward failure.