Transform your retirement practice with our digital experience and personal touch
Advisors nationwide trust our digital-first TPA platform and services to accelerate their workplace retirement business.
National TPA with a local, personalized feel
White-glove service backed by decades of expertise
Digital experiences that streamline your workflows
Speed and accuracy with white-glove service
With Aboon, advisors can design plans and start the onboarding process with recordkeepers in less than a day.
Generate a plan illustration in 15 minutes
Design and launch plans for clients in just minutes—instead of what typically takes weeks or even months of manual back and forth.
Complete plan designs in 60 minutes
Incorporate real-time estimates for tax credit savings and guide clients through their plan options.
Onboard plans with recordkeepers quickly
Unlock the ability to bring on more plans and launch them faster, powered by our strategic recordkeeper partnerships.
Key workflows streamlined by our digital experience
By leveraging artificial intelligence (AI) and workflow automation, we help you and your clients...
Quickly provide key data to design plans
Easily collaborate on plan design choices
Automatically monitor and keep plans compliant
Security is in our DNA
We're committed to enterprise-grade security standards. We undergo regular audits to ensure your data is always protected.
Aboon has successfully completed a SOC 2 Type 2 examination and is certified by Johanson Group LLP.
Advisors love using Aboon
“Aboon’s digital TPA has been a game-changer. Aboon streamlines the process of offering tailored retirement solutions to my clients and helps me stay competitive in a fast-changing market.”
— Monica, Financial Advisor
