Features
Easy Data Entry
Legislative Determination & Monitoring
Powerful Solving Routines
Comprehensive Reports
Easy Data Entry
A user-friendly data entry design means a short learning curve and increased efficiency for you - almost immediately!
- List box selections to reduce keystrokes
- Create a library of reusable plan design templates
- Employee census grid for mass input
- Automatic import of census information
- Data integrity validations
- On-line context-sensitive help available on every data field
Legislative Determination & Monitoring
The latest statutes and regulations are reflected, including:
- Determination of key and highly compensated employees
- Determination of top heavy status
- 402(g) deferral limits
- 401(k) and 401(m) discrimination tests
- Maximum disparity
- 415 and 404 maximum limitations
- 401(a)(4)/410(b) Nondiscrimination Testing (Optional)
- Safe harbor formulas
Powerful Solving Routines
Built-in solving routines quickly and accurately meet the needs of your most demanding clients, while
impressing them with your efficiency!
- Pie charts and other displays to enhance your illustrations - for easy interpretation of results
- Change assumptions quickly and generate "what-if" scenarios
- Solve for a cost goal as a specified dollar amount or as a percent of compensation
- "Solve to Pass" calculations for 401(k) plan discrimination tests and for cross-tested plans (including class allocations and gateway testing)
- Solve for maximum disparity
- Keogh earned income solving
- Solve for maximize key employee contributions and minimize others
- Select multiple plan designs and illustrate on a side-by-side basis
- Perform "takeover" proposals for plans with existing assets
Comprehensive Reports
With our comprehensive, pre-formatted reports (including graphs and charts), you can illustrate one or more plan designs quickly and effectively.
A list of available reports can be found here.
- Contribution reports
- Values at retirement illustrations, including estimated social security and replacement ratio reports
- Extensive checking facilities
- Legislative reports
- "Side-by-Side" comparison reports illustrating multiple plan designs
- 401(k) enrollment and feasibility reports
- Export data to other programs including Microsoft® Word, Microsoft® Excel and PDF files
- Customize your own reports using Crystal Report Writer