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PlanGenPro
Health and Benefits
Health Insurance
Self-Funded Medical Plans
Open Enrollment
Compliance
Stop-Loss Insurance
Captive Insurance
Retirement
PlanGenPro
Getting started
Creating proposals
Solving and testing
Customizing
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Help Center
PlanGenPro
Health and Benefits
Health Insurance
Self-Funded Medical Plans
Open Enrollment
Compliance
Stop-Loss Insurance
Captive Insurance
Retirement
PlanGenPro
Getting started
Creating proposals
Solving and testing
Customizing
PlanGenPro
PlanGenPro FAQ
Getting started
Where do I login to PlanGenPro?
Quick guide to creating your first proposal in PlanGenPro.
How to create a case in PlanGenPro.
How do I add or delete employees to a case in PlanGenPro?
I already created a case in PlanGenPro. Where can I find it?
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Creating proposals
How do I make a combo plan in PlanGen Pro?
How do I create a 412 proposal in PlanGenPro?
How do I create a Safe Harbor Match plan in PlanGenPro?
How do I create a Safe Harbor Non-Elective New Comparability Profit Sharing proposal in PlanGenPro?
How do I create a DC bundle in PlanGenPro?
How do I create a 401k proposal in PlanGenPro?
See more
Solving and testing
When and how can I use the PlanGenPro rate group solver?
PlanGenPro won't let me print my presentation. How can I pass testing?
How to edit the rate groups for my proposal in PlanGenPro?
Where do I find out why my proposal is failing testing?
Customizing
Can I customize my presentations or bio page in PlanGenPro?
New Plan Template Demo
