Contents
Search
What's New in Cash Balance?
2024 Dollar Limits
2024 Maximum Contribution for Cash Balance
2023 Maximum Contribution for Cash Balance
2022 Maximum Contribution for Cash Balance
2021 Maximum Contribution for Cash Balance
2020 Maximum Contribution for Cash Balance
The NEW RPC Cash Balance system
Which plan works best for you?
Non Qualified
Tax Qualified
Defined Benefit
Other Plans
SEP
SIMPLE
SARSEP
Defined Contribution
Fixed Contributions
Money Purchase
Target Benefit
Flexible Contributions
Profit Sharing
Allocation Formulas
Salary Ratio
Integrated
Age Weighted
New Comparability
401(k)
401(k) Safe Harbor
PS/401(k) Combo
Owner Only Individual (k)
Getting Started
Setup account for the first time
Creating your First Plan Illustration
Branding your reports
Plan Specifications
To Review/Change a Plan Specifications
General
General
Including of Deferrals to Employer Cost Calculation
Cash Balance
401(k)
Import/Export Plan Info
Importing of Plan Information
Exporting of Plan Information
Census
Employee Information
Adding, Editing and Deleting an Employee Record
Excel Template Tips
Importing Census Record from the RPC - Defined Contribution
Upload Census Data
Classes
Classes
Class Details
Owner Only Plan Analysis
Owner Only Plan Analysis
Excluding 401(k) Deferrals and Profit Sharing Contribution in Owner Only Report
Reports
Average Benefit Percentage Worksheet Report
How to pass ABPT for this plan using the new Worksheet
Combined Plan Limit Worksheet Report
Favorite Reports
Favorite Report Combination
Minimum Allocation Gateway Test Worksheet Report
Minimum Participation Test Worksheet Report
Smart Projection Report
Standard Reports
Rate Group Test Worksheet Report
Sole Proprietorship/Partnership Report
User Management
User Roles
My Profile (Regular Subscriber)
My Profile (Sponsor Manager)
Edit User
Reset Password
Change Password
Change Security Question
Unlock User
Setup
How to change/reset password
How to use Batch Delete of Plans
How to upload a Company Logo
How to setup a Sponsor Report Logo
Segment Rate Present Value Calculator
Glossary of Terms
Type in the keyword(s) to find:
Match:
Any words
Phrase