2012 Dollar Limits for Qualified Plans

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Annual Data Request Wizard Webinar

Thank you to everyone who attended last week’s Annual Data Request Wizard Webinar, part of the Pension Portal Training Series. Here are some of the key benefits as well as a snapshot of what was covered: Benefits of the ADR Wizard Marketing – Attractive Graphical User Interface (GUI) will impress your clients Feedback – Monitor questionnaire [...]

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Annual User Group Meeting

Where National Harbor Residence Inn | 192 Waterfront St. | National Harbor, Maryland 20745 | 1-800-331-3131 When Saturday, October 22, 2011 | 9:00 a.m. – 3:00 p.m.   Limited Space Available Secure Your Spot Today! Registration: $125   Registration Fee Includes: Breakfast & Lunch Room Rates: User Group Rate: $199 Click here to Reserve a room [...]

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What is a Cash Balance Plan?

A Cash Balance Plan is a Defined Benefit Plan that looks like a Money Purchase Plan. Like a Money Purchase Plan, fixed contributions are credited to each participant at the end of each year. In addition, participants receive interest credits based on the interest rate defined in the plan. The credit is a fixed rate [...]

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How Cloud Computing Can Benefit You

Cloud computing seems to be all the hype lately, but do you really know what it means? From Microsoft to IBM, companies are actively using this buzz phrase to describe their products and services. You’ve probably heard of the phrase “take it to the cloud”, with cloud being a metaphor for the internet. However, when [...]

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Pension Portal Version 6.9

Welcome to version 6.9 of the Pension Portal. This version welcomes several enhancements, including the much anticipated Task Mass Update. This new feature allows you to update a single task across multiple plans at the push of a button. For instance, if you have a similar task for all of your plans, such as, “collect [...]

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Sneak Peek: Pension Portal Version 6.9

Version 6.9 of the Pension Portal is expected to bring a lot of new features, including the highly anticipated Workcenter Mass Update for a single task across multiple plans. In addition, we are welcoming a brand new interface for the Pension Portal login screen. Check out all of the upcoming features below: 1. Workcenter Mass [...]

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2011 NIPA Annual Forum & Expo

Have you heard about the NIPA Annual Forum & Expo taking place May 1-4 in Las Vegas? The 2011NAFE is an event designed exclusively for retirement plan professionals where you can gain enriching, relevant education, learn how to provide enhanced support to your organization, and discover innovative solutions to help strengthen and expand your business. [...]

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The Pension Portal | Client & Task Management System

What is the Pension Portal? The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and [...]

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Who are Good Candidates for Cash Balance Plans?

Cash balance plans are surging in popularity. According to a recent survey, the number of cash balance plans has nearly quadrupled since 2001. Cash balance plans offer a number of advantages that other retirement vehicles don’t. Depending on the firm, annual tax deductions of $100,000 to $200,000 per owner are possible. Owners can also put [...]

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