Issues ranging from designing 401(k) and Profit sharing to sophisticated testing of defined benefit, cash balance and defined contribution Plans are easily handled, whilst keeping control of your Data, Benefit costs and Retirement Systems

Cash Balance Design Suitability Calculations

  • Design a Cash Balance Plan in seconds. With CashBalanceCenter, you can produce a client ready report in seconds yielding complete IRS testing to ensure compliance. The Calculator will allow you to enter individual data without having to up load a file/PDA

  • Three report Types are produced, ClientReady in PDF, TPAReady in PDF and TPAReady in .xls. The TPA versions have all the background testing and calculations.
    Each report can be customised to your requirements

  • An individual analysis sheet is produced for each owner/principal showing a projection of their benefits, IRS Limits and ultimate cash to be derived from the Plan

  • Follow this link to view an optimized cash balanceprofit sharing with 401k Client Report

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Webite Main Page

Sample Retirement Report

Optimized Comparison Report Cash Balance Only

Optimizer Output Page

Auto Load Dataset

PreCalc Option Page

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Clients Plans and Employees