Our complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans.

Our complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans. Kept up-to-date with the latest industry trends and legislative developments, it includes these easy-to-learn, easy-to-use features:

• Flexible Plan Designs
• Easy Data Entry
• Legislative Determination and Monitoring
• Powerful Solving Routines
• Comprehensive Reports

Unique data input screens automatically display only the items needed for the type of plan selected - providing you clear, concise proposals. Plus, you can produce side-by-side comparisons to illustrate up to five distinct plan designs. Plan designs available include:

• Profit Sharing (including Age-Weighted)
• Money Purchase
• 401(k)
• SEP
• SIMPLE
• KEOGH
• Safe Harbor
• Cross-tested and New Comparability (Optional)
• Defined Benefit (Optional)