(k) Suite · Step 5 of 5

Generate a partner-branded plan proposal

Load a payload from Design(k), the sample, or paste your own — review, edit, and render a publish-ready PDF with up to 3 plan scenarios side-by-side.

1 Load proposal payload

No payload loaded

2 Review & edit

Adjust fees, dates, and notes — participants come from Design(k).

Sponsor

Legal name

Plan name

State

Entity type

Nature of business

Scenario

Plan type

Intent

Design summary

Prepared date

Plan year

Owner contrib

—

Non-owner ER

—

Efficiency

—

Tax savings

—

Fees

One-time design

Annual base (shared)

Participant fee

Cross-testing

3(16) fiduciary (shared)

Annual total

Tax credits

Year one

Five year

IRS limits

Plan year

—

402(g) deferral

—

§415 limit

—

§401(a)(17) comp cap

—

Participants — from Design(k), read-only here

Name	Plan Comp	Deferral	ER 1	ER 2	Total

Compliance notes

3 Generate proposal

POST → /render

Renders a partner-branded PDF with 1 scenario using the live proposalk-worker. Typical render time: 2–5 seconds.

Rendering proposal…

Browser Rendering · Cetera template

✓ Proposal rendered

— pages — ms render time — partner — bytes