Terms for the prelaunch site.
Public education, illustrative tools and an expression of interest in future access.
Use the site for exploration, not implementation.
Educational use
The pages and calculator are general educational resources. They do not constitute individualized investment, tax, legal, actuarial or plan-administration advice.
No testing or funding authorization
A calculator output is not a formal test, an optimized allocation, a recommended contribution, or a representation that any plan qualifies. Do not fund contributions, amend a plan or communicate participant allocations based on these illustrations.
Waitlist only
Joining requests access and product updates. It does not purchase a service or guarantee availability, pricing, a launch date or acceptance of a future case. Any paid work would require a separate written scope and agreement.
Appropriate inputs
Use anonymous examples. Do not submit employee data, credentials or confidential plan documents. Do not misuse the site or attempt to access waitlist records.
Questions
Contact information and privacy-request instructions are available on the contact page.