• Contents
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  • What's New in Cash Balance?
    • 2025 Dollar Limits
    • 2025 Maximum Contribution for Cash Balance
      • 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 Directory
    • Importing of Plan Information
    • Exporting of Plan Information
    • Copying of Plan from the RPC - Defined Contribution System
  • Plan Specifications
    • To Review/Change a Plan Specifications
    • General
      • General
      • Including of Deferrals to Employer Cost Calculation
    • Cash Balance
    • 401(k)
  • 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
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