Abstract: A system and method that enables the online customized design, implementation, and administration of non-qualified benefits plans. An online navigator guides a user through features of plan design, implementation and administration. A plurality of reusable design templates are stored in a repository for generating and implementing a multitude of non-qualified benefit plans. Customized plan features, are easily provided by grouping participants according to certain common attributes of the participants. Administration and implementation of the plan is simplified by automatically generating documents providing links to the service providers and transmitting data directly to the service providers.

Abstract: A system and method that suggests benefit plans to plan participants and plan sponsors as a function of user input. The suggestion process is preferably performed without human intervention. The suggestion process is performed by a system engine that objectively evaluates information provided by the plan sponsor and the plan participant. Preferably a rule-based question and weighted answer is used to determine acceptable plans. The system engine may use the supplied information in connection with a regulatory adaption agent and a case mapping agent to suggest zero or more benefit plans that best suit the interests of the plan sponsor or the plan participant or both.