Tips for using the Excel Template Do NOT upload your own spreadsheet. Always use the template. Even if you think you have created a spreadsheet that looks exactly like the template, you should not use it. Do NOT change the headings of the template. The cells that require data are: First Name, Last Name, Hire [...]
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Pension Portal Update
March 1, 2011
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This update includes File Management Email Notification and Step-By-Step Report In this patch, some important changes were made to plans and reports: File Mgmt has a new option added to the bottom right side. This option allows files to be selected and an email notification can be sent to a selected contact (client) to inform [...]
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Case Study: Cash Balance Maximum Contribution Projections
February 22, 2011
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A couple of weeks ago, we released a chart estimating maximum contribution credits for Cash Balance Plans at different ages and compensations. For example, the chart shows that a 55-year-old has a 415 Lump sum limit of $169,823 whether he makes a compensation of $75,000 or $245,000. Assuming an interest credit of 5% per year, [...]
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What to Know: About Classes in the RPC
February 16, 2011
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Here are a few tips to help you understand Class designations in the Retirement Planning Center. To begin, The Classes screen is only used with Profit Sharing Plans when “New Comparability” is selected in Plan Specifications. Classes are not applicable when Age-Weighted, Integrated, or Non-Integrated plan types are selected. By default, three classes are automatically [...]
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Pension Portal Update
February 7, 2011
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Check out these major enhancements to the Portal: Mass Mailer (formerly Global Mailer) has been broken up into three separate steps. First, is the creation of the email body which can be selected from previous templates in email center. Email body has been increased to hold up to 10000 characters instead of the previous 2000 [...]
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Cash Balance Update
February 7, 2011
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We would like to notify all Cash Balance users that we have made a few enhancements to the Cash Balance proposal system. These enhancements include a tax summary report, view details for all non-discrimination testing, and the 2011 max contributions chart. 1. Tax Summary Report This report can be found in the report menu, beneath [...]
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