Thursday, Apr. 25, 2024
PATCH UPDATE
Friday, Apr. 05, 2024
ENHANCEMENTS TO THE TAX SUMMARY REPORT
Monday, Nov. 27, 2023
UPDATED: 2024 Maximum Contribution for Cash Balance table has been released!
Thursday, Nov. 02, 2023
2024 Dollar Limits have been released!
Saturday, Aug. 05, 2023
NEW FEATURE: Sole Proprietorship/Partnership calculation has been added to the Cash Balance Proposal System
Wednesday, Dec. 07, 2022
UPDATED: 2023 Maximum Contribution for Cash Balance table has been released!
Tuesday, Nov. 08, 2022
IMPORTANT! Scheduled Retirement Planning Center Maintenance Activity on November 13, 2022 1AM CST
Monday, Sep. 19, 2022
NEW FEATURE: Export or Import of Plan
Monday, Jul. 25, 2022
2023 Dollar Limits have been released!
Tuesday, Jun. 07, 2022
Patch Update in Cash Balance tab of Plan Specifications
Monday, Apr. 18, 2022
UPDATED CENSUS TEMPLATE HAS BEEN RELEASED!
Wednesday, Mar. 23, 2022
New Contribution Type added to Classes
Friday, Mar. 11, 2022
Patch Update in Owner Only Report
Tuesday, Feb. 15, 2022
Patch Update in 401k tab of Plan Specifications and Census Template
Friday, Nov. 05, 2021
Patch Update in Minimum Allocation Gateway Report, Census page, and General tab of Plan Specifications
Wednesday, Oct. 27, 2021
UPDATED: 2022 Maximum Contribution for Cash Balance table has been released!
Monday, Aug. 23, 2021
PROJECTED: 2022 Dollar Limits have been released!
Friday, Jul. 02, 2021
The Funding Interest Rates for the 2020 and 2021 plan years defined by the American Rescue Plan Act (ARPA) have been released.
Thursday, Apr. 01, 2021
Patch Update in Census page
Friday, Jan. 01, 2021
UPDATED: 2021 Maximum Contribution for Cash Balance table has been released!
Thursday, Nov. 19, 2020
Batch Delete of Plans has been released!
Saturday, Oct. 24, 2020
UPDATED: 2021 Dollar Limits have been released!
Wednesday, Jan. 22, 2020
UPDATED: 2020 Funding Interest Segment Rates have been released!
Tuesday, Dec. 03, 2019
Patch Update in User Profile
Monday, Oct. 28, 2019
Patch Update in Uploading of Census File
Thursday, Oct. 17, 2019
UPDATED: 2020 Dollar Limits have been released!
Thursday, Oct. 17, 2019
UPDATED: 2020 Maximum Contribution for Cash Balance table has been released!
Thursday, Oct. 17, 2019
Added a new facility to upload your census information directly from the RPC - Defined Contribution system
Wednesday, Jul. 24, 2019
UPDATED: 2019 Compensation Table has been released!
Wednesday, May. 08, 2019
Patch Update in Contribution Summary Chart Report, DC Plan Employer Contribution Report and Target Normal Cost Calculation
Thursday, Jan. 10, 2019
The Old Cash Balance will be decommissioned on Feb 1, 2019!
Thursday, Dec. 06, 2018
Patch Update in Target Normal Cost Report
Monday, Oct. 22, 2018
UPDATED: 2019 Dollar Limits have been released!
Thursday, Apr. 19, 2018
Patch Update in Owner Only Plan Analysis
Friday, Dec. 01, 2017
UPDATED: 2018 Dollar Limits have been released!
Friday, Dec. 01, 2017
Patch Update in Census page
Wednesday, Jun. 14, 2017
Patch Update in Census page and Employee Information record
Monday, Jun. 05, 2017
Patch Update in HCE Determination, Classes, Plan Provision and Contribution Reports
Wednesday, Mar. 08, 2017
Patch Update for Non-Discrimination Testing Result
Thursday, Jan. 19, 2017
Patch Update for Last Year Earnings and Segment Rate selection
Thursday, Dec. 29, 2016
UPDATED: 2017 Dollar Limits have been released!
Friday, Oct. 07, 2016
Patch Update in Owner Only Report Calculation
Thursday, Aug. 04, 2016
Help system in Classes, Census and Worksheet Reports have been published!
Wednesday, Jul. 27, 2016
2016 Maximum Contribution for Cash Balance table released!
Friday, Jul. 08, 2016
New Help Files (system documentation) have been published; just click on Help (on the top menu)
Wednesday, Jun. 15, 2016
New Rate Group Test Worksheet has been released!
Monday, Mar. 21, 2016
Patch Update for Rate Group Testing Report
Wednesday, Dec. 30, 2015
Patch Update for 2016 Dollar Limits, Password Reset and New Worksheet on Minimum Allocation Gateway
Wednesday, Aug. 12, 2015
Patch Update for Census Template Uploading and Exporting, ABPT Worksheet and Top Heavy Calculations
Wednesday, Aug. 12, 2015
NEW "Worksheet" for Average Benefit Percentage Test
Monday, Mar. 30, 2015
NEW "Worksheet" for Minimum Participation Test
Wednesday, Mar. 25, 2015
New Eligibility options has been released!
Monday, Mar. 09, 2015
Our 'New Census Template' for both RPC and Cash Balance has been released!
Thursday, Nov. 27, 2014
Exciting releases on 'Thanksgiving Day'
Monday, Oct. 20, 2014
2015 Dollar Limits now in the system! Plus, more improvements included!
Monday, Sep. 15, 2014
Check out the new look of Cash Balance and a lot of cool new features added!