The Retirement Planning Center

Proposal Systems


Cash Balance

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


New Comparability

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

  • Non-discrimination Testing

  • Census Import and Export via Excel

  • Side-By-Side Plan Comparisons