Announcement
  Monday, September 15, 2014

Check out the new look of Cash Balance and a lot of cool new features added!  

  • NEW FEATURES:
    • Upload your Logo - you can now upload your company logo, which will appear on the report cover pages and the owner only reports. Learn more.
    • Search plans by company name - an enhanced plan directory filter allows you to find your plans quickly and easily
    • Option to include Owners' deferrals in Employer Cost - this new feature allows you to include the owners' deferral and catch-up contributions in the Employer Cost calculation. 
  • IMPROVED SECURITY FEATURES: 
    • Security Question - this replaces the "security code" to authenticate, validate and secure your information
    • Password Reset Notification - you will be notified by email when your password is reset
    • Captcha Challenge - mitigates malicious hacking attempts on your account
    • Improved Password Encryption - an upgrade to our current password encryption for greater security.

ALL NEW Login Page - we’ve updated the login page with a brand new look and enhanced security and password reset utilities

IMPROVED Cash Balance User Interface -  our improved and simplified interface is more intuitive and user-friendly

IMPROVED Stability and System Performance  -  users will experience faster calculation and report generation, and encounter fewer errors.