🏦
Command
Center
(k) Suite · Advisor Vault
Set advisor email
Initializing Command Center...
Advisor Identity
Enter your advisor email to load your client vault.
New Plan
Plan Name *
Sponsor / Client Name *
Plan Year
EIN
Plan Type
Select...
401(k)
Safe Harbor 401(k)
Profit Sharing
New Comparability
Cash Balance
SEP
SIMPLE
MEP
PEP
Other
Status
Prospect
In Design
Proposal Sent
Won
Active
At Risk
Renewal
Terminated
Lost
Participant Count
Total Assets ($)
Notes
Edit Plan
Edit Document
Add Document
File upload coming soon.
For now, you can create a placeholder document record with a name, category, and notes. Phase H will add real R2 file uploads.
Document Name *
Category
Other
Adoption Agreement
SPD
Form 5500
Census
Plan Design
Marketing Material
Tax Analysis
Amendment
Notice
Trust Document
Service Agreement
Meeting Notes
Advisor Notes
Summary Report
Source
Advisor Upload
Design(k) Pro
Dream(k)
Tax(k)
Census(k) Pro
Other
Notes