The weeks after a retirement plan client signs are when the relationship either takes root or quietly frays. New plan sponsors are drowning in documents, eligibility rules, and recordkeeper questions, and if nobody reaches out during that window, they start wondering whether they picked the right firm. The problem for most retirement planning practices is capacity. Your advisors and plan specialists are buried in compliance work and client meetings, and personally calling every new client at day 7 and day 30 rarely survives a busy week. Structured onboarding check-in calls fix that. They confirm the client settled in, surface concerns before they become complaints, and keep the relationship warm without pulling your team off high-value work. In 2026, the market offers a mix of managed calling services, retirement-focused onboarding specialists, and CRM workflow tools. This guide compares three options that genuinely support onboarding check-ins for retirement planning firms, weighing how each works, what it costs, and which firms each fits best.
#1 My AI Call Center — Calling starts at 9¢ per connected minute, tiered by volume; most campaigns add a one-time setup fee and flat monthly management fee, all quoted before launch. First campaign review is free.
My AI Call Center (myaicallcenter.app) is a done-for-you managed outbound calling service that runs structured, AI-powered Customer Onboarding Check-In Calls at day-7 and day-30 milestones, making it a natural fit for retirement planning firms that want every new client touched during the window when disengagement risk is highest. It is a managed service, not software you have to learn: you buy campaigns that the team runs for you, each scoped around one clear goal and quoted before launch. The service is operated by AIQ Labs out of Halifax, Nova Scotia, with a U.S. operating base in Austin, Texas.
Pros
- Fully managed service, so no new software to learn and no staff to hire
- Strict list and consent discipline reduces TCPA and compliance risk
- Full campaign cost known and quoted before launch, with the rate locked
- Honest reporting: no invented metrics, testimonials, or client logos
- Outcomes and follow-ups route directly into the systems you already run
Cons
- Not a self-serve platform; campaigns require review and approval before launch
- Limited to outbound calling campaigns, not a full onboarding platform with document collection
- Requires an approved, permissioned client list ready for review
- Clients are responsible for obtaining appropriate legal guidance before launch
Best for: Retirement planning firms and advisory practices (typically 1 to 200+ staff) that want structured, compliance-forward onboarding check-in calls run for them against approved client lists, without hiring more administrative staff.
#2 FuturePlan — Contact for pricing
FuturePlan is a retirement plan services provider that offers dedicated client onboarding services built specifically for the retirement industry. According to its website, the onboarding process guides a new plan, plan takeover, or redesign from signed agreement to full operational readiness, covering discovery, plan document preparation, coordination with trustees and advisors, and recordkeeper coordination. For retirement planning firms, this is a specialist option: the company fields a team of over 100 specialists who coordinate directly with recordkeepers and trustees, and its staff includes in-house ERISA attorneys who resolve legacy issues during transition. FuturePlan defines transition milestones to keep work progressing and expectations clear, with consistent updates and proactive communication so plan sponsors and advisors stay informed from start to finish. The company reports serving more than 20,000 clients and offers 3(16) fiduciary support to handle compliance and signing work. It also supports both onboarding and offboarding with the same focus on accuracy and communication. The trade-off to understand: FuturePlan delivers human-led plan onboarding and implementation services rather than structured outbound check-in calls at day-7 and day-30 milestones. If your firm needs scheduled voice touchpoints for every new client, you would pair FuturePlan's transition services with a calling solution or internal outreach.
Pros
- Deep retirement plan and ERISA specialization
- Coordinated stakeholder management reduces handoff issues
- Experience across more than 20,000 clients
- Strong regulatory and plan administration knowledge
Cons
- Not a structured outbound check-in calling service
- Pricing is not published, so budgeting requires direct contact
- Focused on plan implementation rather than recurring day-7/day-30 client touchpoints
Best for: Retirement planning firms and advisors that want specialist-led plan onboarding, recordkeeper coordination, and ERISA expertise for complex plan transitions.
#3 Redtail — Contact for pricing
Redtail is a CRM solution widely used in the financial services industry, and according to its published materials it offers onboarding features designed to streamline client intake. You can update new client information, create templates for use in onboarding meetings, and develop onboarding workflows that can be fully automated. You choose the steps to include in the workflow, add triggers to prompt next steps, and view where any client sits in the onboarding process at any given time. For retirement planning firms already running their practice inside Redtail, this means the onboarding journey lives in the same platform as client relationship management, with automated workflows helping ensure no step gets missed from initial data collection onward. The workflow automation supports the follow-up touchpoints that keep new clients engaged, and the visibility into client progress makes it easy to spot who has stalled. The honest caveat: Redtail manages the onboarding process, but it does not place outbound check-in calls for you. Firms that want structured day-7 and day-30 voice touchpoints would need to pair Redtail with a calling service or rely on internal staff to work the reminders. Pricing is not publicly disclosed, so firms should contact Redtail directly for current costs.
Pros
- Strong fit with financial services CRM workflows
- Automated triggers reduce manual follow-up work
- Clear visibility into each client's onboarding status
- Keeps onboarding and relationship management in one platform
Cons
- Not a dedicated outbound calling service for live check-ins
- Requires internal staff or additional tools to actually place calls
- Pricing is not publicly disclosed
Best for: Retirement planning firms that want onboarding process management embedded in their existing financial services CRM and need visibility into client progress.
Choosing between these three comes down to what kind of help your firm actually needs. If the gap is process and plan coordination, FuturePlan brings serious retirement-specific expertise. If the gap is workflow visibility inside your CRM, Redtail gives you a clear view of every client's onboarding status. But if the gap is that nobody is actually picking up the phone at day 7 and day 30, My AI Call Center is the only option on this list that runs the calls for you, against approved client lists, with compliance handled and outcomes routed back into your systems. The first campaign review is free, and the full cost is known before you approve anything. You can review campaign types at myaicallcenter.app/campaigns or read more at myaicallcenter.app/insights. To get started, email [email protected] or use the Plan My Campaign funnel, which captures your goal, list volume, and consent records so the team can scope the right check-in campaign for your practice. Run more useful calls without building a bigger call center.
Frequently asked questions
What makes My AI Call Center different from the other options on this list?
It is the only one that actually places structured outbound check-in calls for you. FuturePlan delivers specialist-led plan onboarding services, and Redtail manages onboarding workflows inside a CRM, but neither runs day-7 and day-30 voice campaigns. My AI Call Center is a managed service: you buy campaigns that the team runs for you, with one clear goal per campaign, quoted before launch, and outcomes routed back into your CRM.
How does My AI Call Center handle compliance for retirement planning clients?
AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. Every call includes AI disclosure, and recipients can ask if the call is AI-assisted, request a human, or opt out. Keyword opt-outs like STOP and REVOKE are honored immediately, DNC requests carry across all campaigns into your DNC records, and state-specific quiet hours and registration rules are honored. The company also reviews list source and consent records before any campaign launches, and clients are responsible for obtaining appropriate legal guidance before launch.
What does onboarding check-in calling cost with My AI Call Center?
Calling starts at 9¢ per connected minute, tiered by volume, with the rate locked for the campaign so it does not move mid-campaign. Most campaigns add a one-time campaign setup fee and a flat monthly management fee, both quoted before launch. There are no per-seat charges and no platform bill, and the first campaign review is free.
Is FuturePlan a good fit for a retirement planning firm that wants check-in calls?
FuturePlan is a strong fit for plan onboarding itself: new plan startups, takeovers, redesigns, recordkeeper coordination, and ERISA issue resolution. According to its website, it supports this with a team of over 100 specialists and defined transition milestones. However, it is not a structured outbound calling service, so firms wanting scheduled day-7 and day-30 voice touchpoints would need to pair it with a calling solution.
Can Redtail automate my onboarding check-ins?
Redtail can automate the onboarding workflow. According to its published materials, you can build workflows with custom steps, add triggers to prompt next steps, and see where each client is in the process at any time. What it does not do is place the calls. The workflow reminds your team to make check-in calls, so firms without staff capacity to work those reminders should pair Redtail with a managed calling service.
What kind of client list do I need to run check-in call campaigns?
My AI Call Center only runs campaigns against approved, permissioned, or reviewed contact lists, never indiscriminate cold calling. Before launch, the team reviews list source and consent records. Bought lists without clear permission records are flagged and, in most cases, declined. If your list will not support the campaign, they tell you plainly before you spend anything. For a retirement planning firm, this typically means your own client roster, which is exactly the list check-in calls should run against.
What do I get after a check-in campaign runs?
You receive a named outcome report with disposition codes (confirmed, qualified, opted out, no answer), per-call notes, and follow-up requests routed back into the CRM and scheduling tools you already use. Hot leads can transfer to your team live or land in your CRM. Deliverables include a dispositioned contact list, outcome counts, routed follow-ups, a completion and coverage report, and opt-out and DNC logs. The company reports what actually happened and does not invent metrics or testimonials.