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6/14/2017
Patch Update in Census page and Employee Information record.

6/5/2017
Patch Update in HCE Determination, Classes, Plan Provision and Contribution Reports.

3/8/2017
Patch Update for Non-Discrimination Testing Result.

1/19/2017
Patch Update for Last Year Earnings and Segment Rate selection.

12/29/2016
UPDATED: 2017 Dollar Limits have been released.

10/7/2016
Patch Update in Owner Only Report Calculation.

8/4/2016
Help system in Classes, Census and Worksheet Reports have been published.

7/27/2016
2016 Maximum Contribution for Cash Balance table released.

7/8/2016
New Help Files (system documentation) have been published; just click on Help (on the top menu).

6/15/2016
New Rate Group Test Worksheet has been released!
Click Here to learn more.


3/21/2016
Patch Update for Rate Group Testing Report.
Click Here to learn more.


12/30/2015
Patch Update for 2016 Dollar Limits, Password Reset and New Worksheet on Minimum Allocation Gateway.
Click Here to learn more.


08/12/2015
Patch Update for Census Template Uploading and Exporting, ABPT Worksheet and Top Heavy Calculations.
Click Here to learn more.


07/07/2015
The much awaited ABPT worksheet has been released!
Click Here to learn more.


03/30/2015
A new tool to help you with your Minimum Participation Tests is now available!
Click Here to learn more.


03/25/2015
New Eligibility options has been released!
Click Here to learn more.


03/09/2015
Our "New Census Template" for both RPC and Cash Balance has been Released.
Click Here.


11/27/2014
Exciting releases on "Thanksgiving Day".
Click Here to find out.


10/20/2014
2015 Dollar Limits now in the system! Plus, more improvements included. Click Here

09/15/2014
Check out the new look of Cash Balance and a lot of cool new features added! Click Here

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SARSEP SIMPLE New Comparability Age Weighted Integrated Salary Ratio Owner Only Combination Safe Harbor 401K Plan Profit Sharing Target Benefit Money Purchase SEP Cash Balance Other Plans Defined Benefit Defined Contribution Non Qualified Tax Qualified
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