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Predictive Compliance Monitoring
Predictive Compliance Monitoring
Predictive Compliance Monitoring
Stay ahead of ADP, ACP, and top-heavy failures.
KPlanIQ continuously analyzes plan data to forecast compliance risks before they become year-end issues. Our dynamic alerts help advisors and administrators intervene early, reducing the need for costly corrections and saving valuable time.
Intelligent Testing Engine
Predictive Compliance Monitoring
Predictive Compliance Monitoring
Automated compliance testing, customized to your rules.
Our rules-driven engine supports real-time and scheduled testing for ADP, ACP, coverage, eligibility, and more—fully configurable to match each plan’s design. Eliminate manual spreadsheets and batch uploads with a system that scales across your entire book.
Plan Health Analytics
Predictive Compliance Monitoring
Plan Health Analytics
Transform raw data into actionable plan insights.
KPlanIQ scores each plan's compliance posture and highlights the root causes of risk—low NHCE participation, eligibility gaps, or demographic shifts. Use our built-in modeling tools to test design changes, forecast outcomes, and support smarter fiduciary decisions.
Our Vision
KPlanIQ is a modern compliance intelligence platform built to empower financial advisors, TPAs, and retirement professionals with proactive oversight of 401(k) plan health. Designed to eliminate guesswork and catch risks before they become failures,
KPlanIQ combines real-time data insights, predictive alerts, and customizable compliance testing—all in one unified dashboard. Whether managing five plans or five hundred, KPlanIQ delivers clarity, control, and confidence.