80+ intelligent agents coordinate across 20 waves through 8 protocols — from census collection to sealed evidence. See every workflow from trigger to completion.
End-to-end flow: from data connection to sealed evidence. Click any step for details.
Census agents connect via MCP mesh, compliance agents test in dependency order, correction agents evaluate EPCRS paths, filing agents submit to EFAST2/FIRE, and Evidence Sealing Agent produces tamper-evident records.
Lead Intelligence Agent enriches prospects with plan design analysis. Proposal Assembly Agent builds multi-design comparisons via AGORA. Onboarding Setup Agent provisions projects, portal access, and team assignments.
Plan Year Orchestrator Agent launches sub-agents at exactly the right time: census collection, eligibility recalculation, compliance testing, 5500 assembly, notice generation — all deadline-driven, all evidence-sealed.
Compliance Orchestrator Agent sequences HCE determination, then ADP/ACP, coverage, top-heavy, 415, and 401(a)(4) in dependency order. Results stream via AG-UI. Test Projection Agent runs mid-year simulations.
Document Generation Agent drives Q&A-based plan document creation. Amendment Agent tracks legislative changes. SECURE 2.0 Compliance Agent monitors 50+ provisions and routes required amendments.
Transaction Orchestrator Agent coordinates 8+ agents per distribution: eligibility, vesting, tax withholding, spousal consent, approval, execution, confirmation, and 1099-R capture. RMD Calculation Agent monitors every participant.
Project Launch Agent auto-creates projects on plan year end. Task Assignment Agent distributes by capacity and expertise. SLA Monitoring Agent predicts breaches before they happen. Runbook Execution Agent guides staff step by step.
Billing Agent monitors every operational event — cycle closed, 5500 filed, distribution processed, loan originated, correction completed. Fee schedules with flat, per-participant, asset-based, and per-event structures. Minimum fee enforcement and collections workflow.
Termination workflow covers ERISA §204(h) notices, final distribution processing for all participants, final Form 5500 filing, trust closeout, and plan archival. Merger workflow handles participant mapping, asset transfer, combined compliance testing, and blackout notice compliance.
Historical Data Vault imports 5-20 years of regulatory history from PensionPro, ftwilliam, ASC, or Relius. Parallel Run Mode validates ARCNAT against your current system for a full plan cycle. Migration Continuity Proof seals evidence of zero data loss.
Actuarial data intake from enrolled actuaries. Schedule SB integration with EA signature workflow. IRC §430 funding tracking with quarterly installment monitoring. IRC §436 benefit restriction alerts. PBGC flat-rate and variable-rate premium calculation and filing.
Request an architecture brief tailored to your firm. We walk you through how 80+ agents across 20 waves map to your specific compliance complexity.