Retirement Planning Center

The Retirement Planning Center is a web-based retirement plan design and proposal system for 401(k), Defined Contribution, and Defined Benefit plans.

Utilized by Fortune 500 companies, the Retirement Planning Center is a viable sales tool that will help you create accurate, attractive plan illustrations. The system validates all census data, conducts non-discrimination testing, and produces professional report sets.

Web-Based

401(k) | Defined Contribution | Defined Benefit

Non-discrimination Testing

Census Import and Export via Excel

Side-By-Side Plan Comparisons


View Sample Report        Learn more

Cash Balance Proposal Software

Our state of the art Cash Balance proposal system gives you the means to create attractive Cash Balance plan designs and reports. The system automates the entire plan design process and creates attractive 401(k)/Profit Sharing Cash Balance and Stand-Alone Cash Balance illustrations.

Every plan design is submitted to non-discrimination testing and provides feedback.

Web-Based

Combo and Stand-Alone Cash Balance Designs

Non-discrimination Testing and Feedback

Census Import and Export via Excel

Detailed Report Sets Including Literature on Cash        Balance Plans


View Sample Report        Learn more