Welcome to Campaign(k)
Transform census data into engagement strategies
Help CenterVisual guides & tutorials
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Sample ScenariosLoad realistic test data
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What's Newv4.0 Census(k) engine
NEW
Security & TrustHow we protect your data
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Upload Your Census File
CSV or Excel from any recordkeeper. Census(k) auto-detects 300+ column variants, skips SSNs, and handles merged headers.
or
Data never leaves your browser .csv .xlsx .xls Smart column detection
How It Works
1
๐Ÿ“„ Upload Census
CSV or Excel from any recordkeeper. Census(k) auto-detects columns. Data never leaves your browser.
2
๐Ÿ” Review Mapping
300+ column aliases recognized. Review auto-detected fields, adjust if needed, confirm with one click.
3
โš™๏ธ Configure Match
Define employer match โ€” Safe Harbor, Enhanced, QNEC, or custom tiers. Select analysis year.
4
๐Ÿš€ Generate Analysis
Segment participants, quantify missed match, identify HENRYs, run gap analysis, build campaigns.
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Missed Match Recovery
Quantify exactly how much each participant leaves on the table โ€” ranked by dollar impact. The single most compelling outreach message.
Per-participant $ amount Required deferral rate
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HENRY & HNW Pipeline
Auto-flag High Earners Not Rich Yet and HNW referral candidates. Map the conversion funnel from census data to advisory relationships.
HENRY โ†’ Wealth Builder โ†’ HNW Comp + balance scoring
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Persona-Specific Campaigns
13 RIA-quality email templates across 5 personas โ€” with subject lines, body copy, and calls to action referencing specific IRS code sections and SECURE 2.0 provisions.
5 personas ร— 2-3 templates Compliance-aware copy
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12-Month Campaign Calendar
Complete communication cadence โ€” webinars, emails, flyers, 1-on-1 outreach organized by quarter and mapped to specific persona segments.
Monthly touchpoints Segment-targeted
5-Persona Segmentation Model
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Young Accumulators
Under 35
Early-career participants building habits. Often under-saving and missing employer match.
โ–ธ Match awareness + auto-escalation
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Mid-Career Savers
Ages 35โ€“49
Balancing competing priorities โ€” mortgage, college, retirement. Need optimization strategies.
โ–ธ 1% increase campaigns + check-ins
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HENRYs
High comp + under-saving
High Earners, Not Rich Yet โ€” earning above HCE threshold but not converting income to wealth.
โ–ธ Advisor intro + Roth optimization
โ›ฐ๏ธ
Wealth Builders
Top comp + high deferral
High-achieving savers near IRS limits. Prime prospects for financial planning.
โ–ธ Advisor pipeline + tax optimization
๐ŸŒ…
Pre-Retirees
Age 50+
Approaching retirement. Eligible for catch-up contributions. Focused on income planning.
โ–ธ Catch-up + super catch-up education

Census(k) Engine

Your file is being processed by the embedded Census(k) Pro engine โ€” column auto-detection, field mapping, 40-point validation, and inline fixes all happen right here. Campaign(k) picks up the clean data automatically the moment validation passes.

3

Configure Plan Rules

Define the employer match formula and analysis year. This drives the Missed Match calculations and SECURE 2.0 analysis.

โš™๏ธ Match Configuration
๐Ÿ“Š Current Configuration

Configure and save your match formula to proceed.

๐Ÿ’ก Why This Matters
The match formula determines how Campaign(k) calculates "Missed Match" โ€” the exact dollar amount each participant leaves on the table by under-contributing. This is the single most compelling outreach message for participant engagement.
๐Ÿ“‹ Common Formulas
Basic SH: 100% of first 3% + 50% of next 2% (cost: 4%)
Enhanced: 100% of first 4%+ (cost: 4%+)
QNEC: 3% to all eligible (no deferral required)

๐Ÿš€ Ready to Analyze

Your census data and plan rules are configured. Launch a comprehensive analysis.

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Smart Segmentation

5 behavioral personas based on age, comp, and savings.

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Match Optimization

Precise "Missed Match" dollar calculations.

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HENRY Pipeline

High Earners Not Rich Yet โ†’ advisor engagement.

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Campaign Ready

13 persona-specific templates + 12-month calendar.