Does anyone have any recommendations on software that can be purchased, somewhat inexpensively, to perform cross tested calcs? We use Relius for our recordkeeping and they offer an Employer Contribution Optimization feature, but it doesn't come up with the best result, only the first result that will pass. I know they also have Documents software that is better (from what I'm told) at the calcs, but we still want to look into something else. I've been looking into FlexSoft and see they actually offer a web based application PSCNet that is supposed to do calcs.

Does anyone have any experience with these or any suggestions? Currently we have a few attorneys and/or actuaries we use but want something we can use in house so we have more freedom to play around with options as needed, etc.

thanks!

We use Blaze (www.blazessi.com)

I would be interested to see what you come up with. We also use Relius and as you mentioned the calculations are less than desireable and the reports are not useful for a proposal format.

We also use their documents -- while the document supports a cross-tested plan, the doc software doesn't have anything to do with the actual projection.

Have you tried Relius's "Proposal"?

sorry Relius Proposal was what I meant, not Document. I'm going to look into that Blaze thing and see what it is all about. Hopefully we'll get some more input on this though! Thanks!

We use this:


http://www.therpc.com/default.aspx