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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Tag Archives: RPC
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 [...]
Read moreCash Balance System: Custom Report
February 3, 2011
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One of the newest features to the cash balance system is a custom report module. With this feature, you can easily add a customizable page to your report sets. Located on the top of the screen in the report menu, the custom report allows you to input titles and body text with any content you [...]
Read more2011 Max Contributions for Cash Balance Plans
January 31, 2011
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When owners or principals want to accelerate their contributions beyond the DC limits of $16,500 and $49,000, this chart shows how much more maybe contributed to an add-on cash balance plan (subject to non-discrimination testing). (Click to Enlarge)
Read moreComing Soon: The RPC 2.0
January 24, 2011
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It’s almost here, the RPC 2.0. Over the last few months we have been working hard to bring you the new Retirement Planning Center proposal system. Featuring a new and improved design, the RPC 2.0 will boast all of the same applications as before, including a few new ones. Get a sneak peek below… 1. [...]
Read moreUnlimited Support
January 19, 2011
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Did you know that your subscription comes with unlimited support? At EBG Systems, we take our clients seriously. That’s why we offer unlimited customer support with any Pension Portal, RPC, or Cash Balance subscription. This means that there will always be someone on the line to answer your questions, or demonstrate new product features. We [...]
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