waivz.ai
Live Webinar · April 1, 2026
Product Launch

From Census to Plan Design.
In Under 60 Seconds.

Dream(k) is 5 AI-powered modules that turn a raw payroll census into a fully compliant 401(k) plan design with tax analysis. Live demo. April 1st. Free.

Reserve Your Seat
Free · 30 minutes · Live on Zoom · Recording sent after
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Days
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Hours
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Minutes
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Seconds
< 60s
Census to
Plan Design
7
IRS Compliance
Tests Run
$0
Software
Cost
0 PII
Personal Data
Transmitted
The Dream(k) Pipeline

Five Modules. One Seamless Flow. Zero Re-Entry.

Every field from the original census survives every handoff. Eligibility stamps, family attribution flags, plan configuration, and compliance results all flow downstream without human intervention.

1
Census(k) Pro
< 3 sec
Intelligent Census Validation & Standardization
Upload any payroll CSV. Fields auto-map in three passes. Every row validated for data types, logical consistency, and compliance thresholds. AI anomaly analysis flags family groups, HCE clustering, and data quality issues — all with zero PII leaving the browser.
Smart Field Mapping Row-Level Validation AI Anomaly Detection Zero PII
2
Eligibility(k)
< 2 sec
Plan Eligibility Engine with §318 Family Attribution
Configurable age, service, hours, and entry date rules with instant results. §318 constructive ownership automatically detects family members of >5% owners and attributes HCE status. Every employee gets a transparent Eligible/Ineligible badge with the specific reason.
§318 Attribution Real-Time Results Entry Date Computation
3
Intent(k)
3–5 min
Plan Goals, Match Formula & Budget Configuration
Guided step-by-step interface captures goals (maximize owner, minimize cost, safe harbor), match formulas, profit sharing method, vesting, auto-enrollment, and budget. Live cost preview updates as settings change. The advisor walks through this with their client in one meeting.
6 Goal Types Match Formula Builder Live Cost Preview
4
Design(k) Pro
< 5 sec
AI-Powered Plan Modeling & Compliance Engine
The engine room. Runs 7 IRS compliance tests simultaneously (ADP, ACP, §401(a)(4) cross-testing, §410(b) coverage, §416 top-heavy, §415 limits, §401(a)(26) participation). Toggle 7 design levers, compare 5 scenarios side-by-side, and get an AI expert analysis with professional exports (HTML, PPTX, XLSX, CSV).
7 Compliance Tests 7 Design Levers 5-Scenario Compare AI Expert Analysis
5
CPA(k)
< 30 sec
AI Tax Advisor — Deep Tax Analysis & Strategy
Entity-aware tax modeling (S-Corp, C-Corp, LLC, Partnership) with AI conversational advisor. Ask natural-language questions about your plan design and get answers with IRC citations and specific dollar amounts. Illustrative tax savings computed from the actual plan data.
Entity-Aware IRC Citations Conversational AI Web-Search Enabled
Who This Is For

Built for the People Who Design 401(k) Plans

📊
Financial Advisors
Close 401(k) business in a single meeting. Walk a prospect through plan design live on screen.
⚙️
TPAs
Model 5 plan scenarios in 5 minutes instead of 5 days. Export professional deliverables instantly.
🏢
Plan Sponsors
See exactly how much goes into your account, what it costs, and whether it passes compliance — in plain English.
📋
CPAs & Tax Pros
Arrive at the engagement with 80% of the work done — IRC citations, entity-aware modeling, real dollar amounts.
Webinar Details

30 Minutes. Live Demo. No Slides.

This isn't a product overview. We're uploading a real census and running the entire Dream(k) pipeline live so you can see every module in action.

📅
Date
April 1, 2026
Wednesday
🕐
Time
1:00 PM ET
10:00 AM PT
🎥
Platform
Zoom
Link sent on registration
What You'll See

The Full Pipeline, Live

0:00
The Problem
Why plan design still takes days to weeks — and what that costs advisors and TPAs.
0:05
Live Demo: Census → Design
Real census CSV uploaded. Watch all 5 modules process in real time — validation, eligibility, configuration, compliance testing, AI analysis.
0:20
CPA(k) Tax Deep Dive
Live Q&A with the AI tax advisor — entity-type modeling, IRC citations, after-tax cost computations on the plan we just built.
0:25
Q&A
Your questions. Live answers. Bring your skepticism.
Your Host
JD
JD Carlson
Co-Founder, Waivz.ai · CEO, Plan Design Consultants · Host, Retireholics · Co-Founder, Seventy5 Studios
401(k) Plan Design TPA Operations Retireholics Webcast 14K+ LinkedIn

See It Run. Then Decide.

30 minutes. One live demo. If Dream(k) doesn't change how you think about plan design, you've lost nothing but half a lunch break.

Reserve Your Seat — April 1
Free · Recording sent to all registrants