The whole PDC block, live from Airtable — search by plan name, employer, EIN, ACK ID, Plan Key, PDC contact, or advisor — filter by workflow, and assign contacts live.
Connecting to the PDC base…
Connect to the PDC base
On the deployed site this connects automatically using the server-side AIRTABLE_PAT secret — no token needed here. If you are running this file locally or the secret isn’t configured, paste an Airtable personal access token instead (stored only in this browser). Scopes: data.records:read, data.records:write, schema.bases:read, schema.bases:write.
CensusCheck
Standalone census tools for any plan — no workflow required.
SSN format & uniquenessNine valid digits, IRS range rules, no duplicates across the file.
Date logicBirth → hire → termination in sequence, with reasonable ages.
Hours & compensationAnnual ranges, positive values, and the §401(a)(17) limit.
§402(g) deferral limitsDeferrals tested against the annual IRS limit and catch-up rules.
Duplicate detectionSame person appearing twice under different rows or SSNs.
Year-over-year continuityMissing, new, and SSN-corrected employees between census years.
CensusCheck Validate
Upload any census file, map it to the PDC standard, and run the full validation suite.
1Upload
2Map fields
3Review & fix
Drop the census file here, or click to browse
CSV or Excel (.csv, .xlsx, .xls) · calendar-year plans
Map the file columns to the PDC standard
Suggested matches are pre-filled and outlined in green — confirm or correct each one. Required fields are marked *.
PDC standard field
Column in this file
Sample value
All checks passed. The file is clean against the PDC standard.
0 question(s) queued for the client
Firm tracking · one click logs what this file took
Census Compare
Reconcile two census years — who matched, who's missing, who's new, and where SSNs were corrected.
1Upload
2Map fields
3Results
Prior-year census
Drop or click to browse
.csv, .xlsx, .xls
Current-year census
Drop or click to browse
.csv, .xlsx, .xls
Prior-year file —
PDC standard field
Column in this file
Sample value
Current-year file —
PDC standard field
Column in this file
Sample value
Nothing needs attention. Every difference between the two years is explained.
0 question(s) queued for the client
Firm tracking · one click logs what this comparison took
Ask (k)arl
PDC's admin assistant — every question routes to Chat(k), the (k) Suite knowledge base, and comes back grounded in your Airtable plan data when a plan is selected.
(k)arl · powered by Chat(k) Pro
Management Dashboard
The whole book at a glance — workload by team member, project progress, and everything blocked, overdue, or urgent. Reports open instantly and save to HTML or print to PDF. The Briefing has AI review the board the way a senior administrator would — and reads it to you.
Connecting to Airtable…
PDC Team Directory
Backed by the PDC Team table in Airtable — the same roster behind the sign-in picker, plan assignments, Kickstart’s team picker, and alert routing. Edits here update everywhere, immediately.