Owner Only Plus with Combination Cash Balance

Want to know more about Cash Balance in Owner Only plans? Coming soon to the Retirement Planning Center is a whole new look at these designs. Take a peek at the slideshow below or view the Owner Only Plus Cash Balance Presentation as a PDF.

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Learn the Triple-Stacked Match

Follow the slideshow below or view the Triple-Stacked Match presentation in PDF form. Images from the slideshow:

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Owner Only Cash Balance Plans

Have you ever considered Owner Only Cash Balance plans? Check out this example wherein the owner is making more than the 2013 maximum compensation limit of $255,000 and is 48 years old. Based on the calculated 415 maximum lump sum, he can make an annual contribution of $125,824. Using the Smart Projection in the RPC […]

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Smart Projection for the RPC Cash Balance

This Spring our team at EBG Systems has worked hard to bring you a brand new report that will help you analyze the principal’s account balance as it grows to retirement. We’re calling it the Smart Projection. What is the Smart Projection? Offering more than just a projection, you’ll be able to see what any […]

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Track Form 5500s with EBG’s Task Tracking Report for Work Center

EBG Systems’s Pension Portal can help you track tasks with the Work Center task tracking system – including your Form 5500s. The Task Progress Report provides a summary of pending and completed tasks.

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Bookmark RPC Mobile to your Home screen

You’ve tried the RPC Mobile and you love it! (Naturally.) Now you’d like to access it more quickly and easily. We’re here to show you how. Follow the step-by-step instructions below and you’ll be accessing the RPC Mobile in no time. On your iOS device: On your Windows device:

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Promises, Promises! – Owner-Only Cash Balance

Promises, Promises! Traditional DB Plans promise Accrued Benefits. Cash Balance Plans promise lump-sum amounts. Which promise is easily understood by both owners and employees? There is no Non-discrimination testing for owner only plans. No Cross-testing either. Like the traditional DB, Cash Balance has the flexibility of funding within a range of minimum and maximum calculated […]

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2014 Annual Dollar Limits for Qualified Plans

Here is your table of annual dollar limits for 2014. These are already being used in all Retirement Planning Center products! Click on the table below to view & download the table as an image, or visit therpc.com/mobile on your mobile device for quick access. Scan for Mobile: 

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Screenshots from the New Retirement Planning Center

Want more information?    

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So what is actually new in the All-New RPC?

Here’s a list of what we’ve done to make sure the new Retirement Planning Center is still the best DC proposal system available: The User Interface was totally revamped and improved for ease of use. More detailed eligibility requirement options. Better exclusion options for the 3% Non-Elective Safe Harbor. Upload your logo to be included on […]

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