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If you are currently using another system, updating to DPI-COBRA will be like going from a horse-and-buggy to a Formula One racecar. You'll feel the difference as soon as you turn it on! If you're just starting out in COBRA administration, DPI-COBRA's intuitive interface and expert Support Team will make you feel like a pro in no time. With the flexibility offered by DPI COBRA, providing COBRA Administration services is as easy as 1-2-3:
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105 Administration Systems - HRA-105, Max105, and Flex-105 are 105 administration systems developed by DataPath, Inc. DataPath 105 can be used as a stand-alone administration system or as a part of the DataPath Software Suite. Whether you are a Plan Service Provider (PSP) rendering §125 Cafeteria Plan services, a Personally Producing General Agent (PPGA) in the fully insured small group marketplace, or a Benefit Consultant presenting partially self-insured arrangements to larger employers, we have the system to fill your needs. HRA-105 allows you set up an employer-funded Health Reimbursement Arrangement with one or more underlying Health Reimbursement Accounts (HRAs) to cover employee medical expenses. HRA-105, simple in concept and application, is appropriate for employers of any size. It allows for simple or sophisticated plan designs and efficient administrative performance independent of the employer's health insurance. MAX-105, designed for PPGAs, focuses on the premium savings of the employer's underlying insurance policy and operates like an HSA for the employer. Flex-105 gives needed flexibility in partially or fully self-funded health care arrangements in the large employer market, and provides more benefit choices with incentive arrangements designed to engage employee participation, improve attitudes, change behaviors, and encourage sensible consumption of health care. For more information, go to www.dpath.com or email sales@dpath.com.
125 Administration Package - This full-service solution developed by DataPath, Inc. for §125 Cafeteria Plans comes in four levels and integrates with the other systems in DataPath's employee Benefit Software Suite. Whether you are a small administrator just starting out or a large company administering thousands of lives, DPI-125 lets you begin at the level that is right for you and grows with your needs. Each level offers unique features that help simplify and automate a number of processes. For FSA reimbursements, DPI-125 provides MICR checks, direct deposit capability, and a cash management system with bank reconciliation. DPI-125 also provides plan documents and SPDs; ad-hoc reporting; compliance testing; export and import interface to payroll and HR systems; multi-employer contribution processing; integration with MS Office for mail merge letters, notes, and customized enrollment forms; online history of claims, checks, and changes of status; and many more features. You also have access to myRSC.com, a secure Internet web portal that gives employers and employees the capability to log on and update critical information and check the status of their 125 accounts. For more information, go to www.dpath.com or email sales@dpath.com.
132 Administration System - This administration system was developed by DataPath, Inc. to administer §132(f) Transportation and Parking Plans that allow for tax-free reimbursement of qualified parking expenses, transit passes, and vanpooling expenses. DPI-132 can be used as a stand-alone program, or it integrates with the other systems in Datapath's employee Benefit Software Suite. DPI-132 is customizable to meet each employer's needs. For example, you can handle coverage periods ranging from one pay period up to 12 months. DPI-132 also provides Plan Document and Summary Plan Description and allows you to process claims and reimbursement with ease. You also have access to myRSC.com, a secure Internet web portal that gives employers and employees the capability to log on and update critical information and check the status of their TFT accounts. For more information, go to www.dpath.com or email sales@dpath.com.
223 Health Savings Account -- HSAtodayTM is different from the rest!
It is the nation's leading HSA system designed around the Plan Service Provider (PSP). HSAtodayTM empowers the PSP to act as a true administrator of Health Savings Accounts.
Our turnkey solution will help you every step of the way - from establishing and maintaining the custodial account to processing deposits and payments. We will work with you through all aspects and phases of getting the accounts on your books and the deposits in the bank. For more information, go to www.myHSAtoday.com or e-mail sales@dpath.com.
DataPath, Inc. is the only company that can offer you both a credit and debit card option for your clients. Playing with a full deck can offer you the edge you need over your competition. Give your groups a choice and help them decide which is the right card for their unique situation.
When a client or prospect asks if you can provide an electronic payment card, you can answer, "Of course. Which would you like ... debit or credit?" You are then in a position to explain the difference and add consulting to your list of value-added services.
For more information, go to www.datapathcards.com or e-mail sales@dpath.com.
®, now equipped with powerful retirement planning tools and always updated to include the latest IRS rules and regulations, is the system chosen by leaders in the 403(b) market for compliance, marketing, and client support.
ACCOUNTING SOFTWARE for retirement and pension plans. TRUST.ME, a complete retirement plan trust accounting and transaction entry system, is designed and maintained by accounting and pension professionals to (1) facilitate and simplify data entry, (2) maintain complete accounting records and investment balances, (3) calculate gains/losses on investments, and (4) produce all necessary financial reports and United States federal tax information in proper format. No accounting knowledge or prior training is needed! Simple transaction codes determine the accounting treatment, and all functions are fully explained on screen. Visit our web site at www.trustmesoftware.com for more information and a FREE TRIAL VERSION.
AccuDraft's
DocsEngine for Pensions service is the industry's only system that goes beyond document drafting and helps you manage the entire document process - and best of all, at a competitive price.
AccuDraft serves hundreds of clients from small businesses to Fortune 500 companies. Call our sales team - 800-PLAN-DOC - for a free demo, and take control of your document drafting process.
ASC Retirement Plan Software, Documents & Education for over 25 years!
ASC helps retirement plan professionals increase efficiency and profitability through its software systems, documents, government forms and ERISA education. Software includes DC 401(k) administration & valuation, Defined Benefit, Compliance Testing, DV Direct daily valuation, Document Generation & Management (DGEM) System, 5500 forms, AIM case management and more. Click to learn more or email sales@asc-net.com or visit www.asc-net.com.
ASP Plan is the newest product from software provider, Trust Service Company, Inc. (TSC). ASP (Application Service Provider) means we host and take care of your hardware and recordkeeping software concerns so you can do what you do best, Take Care of Your Customer.
Enjoy the benefits of $60,000 - $80,000 software for a small monthly per participant charge. TSC offers usage of the software in an ASP environment where recordkeepers and private employers can sign on via the internet, administer their plans, print reports to their local printers, go home at night knowing that backup, disaster recovery and most data processing needs are taken care of by TSC, not the recordkeeping company.
BEMAS is the premier provider of technology solutions for benefits administrators. Our focus is on providing our clients with powerful, flexible and scalable benefits administration solutions that increase their operational efficiency, strengthen their customer relationships, and improve their bottom line.
Third-party administrators, insurance companies, brokers and employers partner with us as trusted advisors, strategic business partners, and expert consultants for reliable technology solutions, processes and services that allow them to keep pace with the ever-changing landscape of benefits administration.
With proven methodologies, deep expertise, and state-of-the-art technology, we solve our clients’ most pressing benefits administration challenges. Our scalable solutions deliver flexible and powerful business results, whether you are administering a single plan or multiple groups with hundreds of thousands of participants.
Our benefits administration solutions cover a wide-range of products, including:
COMPLETE SUPPORT FOR YOUR PENSION NEEDS
Common Census® & Common Benefits
Technology to Enroll and Manage Employee Benefits
Now with Internet Enrollment Capability!
DATAIR BENEFIT ADMINISTRATION SOFTWARE for Pension, Profit Sharing, 401(k) and Cafeteria/Flexible Benefits plans. Designed for administrators and consultants. Modules include
proposals, IRS-approved documents, enrollment, administration, government reporting, distribution, tax planning, and client and task management. Training and support included.
For free demo versions and pricing, contact sales@datair.com or call 1-888-328-2474.
Employee Communications: Inform, Educate, Personalize
Employee Benefits & Compensation are highly personal, financial matters. Personalized content delivery enables personal understanding. When complex financial concepts are personalized, instant focus results. "Ah, now I get it!" Yet most employers & benefit vendors fail to utilize this powerful employee communication technique. Why?
"Because it is difficult and expensive!"
Correction. It was difficult and was expensive. Personalized content delivery for print & web within a collaborative workspace is now reality. We have spent five years developing a personalized content delivery platform that enables you to DIY or Work Collaboratively with 'special skills experts', to include benefit consultants or vendors. Your choice.
Made only for the Fortunate 500? No. Defintely no.
www.ftwilliam.com offers the employee benefits professional the highest quality plan document and government forms software. Because our products are developed with the needs of our customers in mind, we are always implementing new, innovative solutions to make our software even more functional and user-friendly.
Products
An InsightsXL Factbook by benefits information group will provide you with market intelligence about the employers in your state & the benefit plans they sponsor. Available for either welfare plans or retirement plans, an InsightsXL Factbook lets you target the business you want most. Click here for more information or to download now.
The Inte-Greater(tm), written by David Rhett Baker (a former pension lawyer). Finds the best benefit formula under a profit-sharing plan for the owner of a corporation (doesn't work for sole proprietorships or partnerships), by adjusting the plan's integration level. If the plan's current formula is not the optimum formula, this peppy little online application shows the business owner how much would be saved each year if the optimum integration level were used instead. Also shows the dollars that would go to each participating employee's account (i.e., the allocations) at user-specified employer contribution levels. Good for determining the employer contribution that is needed to reach a certain desired allocation level for the owner, or to watch how proposed additional contributions would be divided among the owner and the other employees. Click here to run now-- free!-- via a secure web connection.
InvestLink offers the "best of Breed" software for Defined Contribution recordkeeping, administration, and trading.Our strategy is to provide software technology for the industry but at a cost and that is dramatically less than our competitors. Our cornerstone product, TotalServiceManager® is an Application Services Provider (ASP) platfrorm. It was built from the ground up by Defined Contribution professionals. No limits on the number or variety of money types. The system handles 401k, 403(b), 457, ESOPs, Profit Sharing, Money Purchase and Non-Qualified plans. Daily as well as traditional balance forward plans.
The ASP platform means you have no expense or worry associated with hardware, security, disaster recovery, we take care of all that for one bundled price.
We also have a unique offering called TPAAdvantage that provides clients with sales leads, plan referrals, and discounted bulk pricing on financial services offerings.
Click Here for Free Demo and More info!
Are you looking for an efficient solution that can give you a complete view of all your client information? NexusTPA helps you deliver superior customer service, and increase overall efficiency. Tightly Integrated with Microsoft Office and Intuit QuickBooks NexusTPA provides the platform to share critical information all across your organization. Leverage the data that you already have.
Payroll Café software is easy to use and easy to learn. It is highly comprehensive and is specifically designed to handle an unlimited number of benefits of all kinds and taxing structures. Software for small business, major business and for payroll professionals servicing the payrolls of other companies. Affordable, yet it includes an integrated human resources package. Provides excellent compensation methods such as hourly, salary, commissions, bonuses, reported tips, fringe benefits, dependent care and more. Provides custom checks and MICR encoding at no additional charge. Services federal provisions as well as all 50 states and Puerto Rico.Click here for more information or to download now.
Pension Profile TM is a retirement plan directory that generates valuable data on qualified pension, health and welfare benefit plans for employers all over the United States, compiled from IRS 5500 forms. Satisfied users of Pension Profile include individual consultants, mutual fund companies, insurance agencies, plan administrators and direct mail marketers. Free viewer software is included with the data, provided on a convenient CD.
PensionOnline provides web-based tools, and resources for retirement plan professionals. Our products are designed to support retirement plan professionals efforts to clearly communicate and illustrate the benefits of retirement plans to employers and employees.
Visit our web site at www.pensiononline.com for more information on our products and services.
CDHC ADMINISTRATORS: Don’t pass up this revenue opportunity; take advantage of today’s most flexible CDHC software application, POWERPLUSNT. Used by the nation’s leading benefits administrators for the administration of FSA, HRA, TRA and HSA accounts. Include integrated online self-service capabilities for inquiry, elections and online claims submission. System includes the most comprehensive reporting capabilities, discrimination testing and your choice of multiple Debit Card options. Take the next step...find out why people who know Benefits Administration have used POWERPLUS for 21 years; learn more at www.pwsoftware.com.
A Practical Guide To Substantially Equal Periodic Payments And Internal Revenue Code §72(t) - 4rd Edition by William J. Stecker, CPA. November, 2004 --- new 4th edition with all of the updates needed to reflect the issuance of Revenue Ruling 2002-62 in October, 2002 as well as all Private Letter Rulings issued subsequently.
Click here for more information or to download now.
QP-SEP IllustratorTM - Used for designing retirement plans and allocating contributions under SEPs, SARSEPs, profit sharing, and money purchase pension plans for corporations, partnerships, and self-employed individuals. Automatically calculates net earned income, self-employment tax, integration spreads, actual deferral percentage (ADP), top-heaviness, future value, and limitations on contributions and their deductibility. Ineligible owner and guaranteed payment partner situations can also be handled. Other factors, such as outside W-2 income and self-employment gains and losses, are also taken into account. Client files can be printed, saved, and recalled. Handles up to 18 corporate employees (or 8 owners and 10 nonowners if unincorporated). Larger sizes, up to 2,000 employees, are available. More information and an online order form is available (click here)
RAM Technologies is dedicated to providing superior software solutions for the administration of health benefits. HEALTHsuite is a fully integrated, enterprise-wide application that automates benefits administration, eligibility / enrollment, provider contracting, referrals / authorizations, case management, premium billing, claims adjudication, reporting and more. eHealthsuite is our web portal that reduces demands on customer support personnel by providing real-time, self-service access to information for members, providers, brokers and employers.
Relius 125 is a complete flexible benefits administration solution designed to help you manage FSA (Dependent Care and Health), HSA, HRA, §132 plans – Transit and Parking, and Premium conversion benefits. Relius 125 supports check writing, ACH deposits and debit cards.
Relius Administration - An integrated software solution for pension administration and recordkeeping used in pension and benefit firms across the country.
Relius Documents - A comprehensive document generation solution for law firms, third party administrators, banks, CPAs, and insurance companies that produce qualified retirement plans and health plans.
Relius Government Forms - An industry-leading provider of software and services for completing government forms related to employee compensation and benefit plans for accounting professionals and third party administrators.
Relius Proposal - A complete qualified plan proposal solution used nationwide by plan consultants, agents, financial advisors, CPAs, and other professionals in the employee benefit industry.
RetirementWorks®II, for desktop and web, is a revolutionary new system designed to enable the retiree or soon-to-be retiree to understand his or her financial situation and to make appropriate decisions that will help the family achieve its financial goals.
Holistic in its approach, RetirementWorks®II addresses all of the major financial questions that retirees face. For retirees, making so many decisions at once is complicated - all the decisions are interrelated and their ability to recover from financial mistakes is vastly reduced. RetirementWorks®II looks at all issues in an integrated fashion and produces "report cards" with suggested plans of action containing specific recommendations about what financial choices and changes should be made.
Designed to be used by the financial professional on behalf of clients, by clients themselves, or by a combination of both, RetirementWorks®II is so easy to use that whoever pays the household bills can easily enter the necessary data directly into the system, saving the financial advisor's time for the analysis and reporting stage.
For more information about RetirementWorks®II and other Still River products, visit us at www.StillRiverRetire.com.
SIMPLE Illustrator® - Used for calculating, allocating, and illustrating contributions under SIMPLE IRA and 401(k) SIMPLE plans. Handles up to 149 employees. Legal limits, maximum contributions -- salary reduction, matching, and nonelective -- are automatically determined, applied, and illustrated. Handles all types of business entities (corporation, partnership, sole-proprietorship, etc.). Automatically calculates net self-employment income if self employed. Client files can be printed, saved, and recalled. Minimum illustration is 2 pages. More information and an online order form is available (click here)
TechSoft Solutions, Inc. provides volume submitter plan document assembly software to assist the employee benefits expert in drafting and submitting volume submitter plans. These plans currently include Profit Sharing, Money Purchase and 401(k)/401(m) plans. The retirement plans were drafted by noted employee benefits attorney Michael J. Canan, author of Qualified Retirement and Other Employee Benefit Plans (now in its 12th edition, West Group). With Canan's assistance, TechSoft has developed a document assembly program to save you time in drafting your plans!
TravisCobra for Windows is the most widely-used COBRA/HIPAA administration software system available. The system generates all required COBRA documents and correspondence automatically, prints the HIPAA-required Coverage Certifications, bills premiums to continuees and provides detail and summary reporting of COBRA activity. Over 3,000 individual employers and 600 TPA's/administrators have installed TravisCobra. www.WebCOBRA.com is the website for Travis'Internet-based COBRA/HIPAA administration system available to employers, administrators and qualified beneficiaries as a Travis-hosted Application Service Provider (ASP). WebCOBRA contains all the functions of TravisCobra, in an Internet-resident system.
Plan IS is a participant level recordkeeping system for the administration of Defined Contribution Plans, including 401(k), 403(b), 457, ESOP, SIMPLEs and others. Features include daily valuation or balance forward, 99 sources, unlimited assets, VRU, Website access from a link on your own website, trading system to your partner or NSCC, multiple vesting and eligibility, distributions including RMDs, 1099, trust system with Form 5500, extensive compliance, multiple loans with delinquency reporting. Offered by Trust Service Company, Inc. (TSC), they may be reached at (302) 234-0850, tsc@tscusers.org or visit their website at www.tscusers.org.
WorQuest® Leave Assistant is an intuitive, robust ASP and software solution that automates the management and tracking of all leaves. The WorQuest® Leave Assistant products are designed by professional leave managers and make easy work of accurately tracking all leave time, incluidng disability, FMLA, intermittent leaves, workers' comp, personal and miscellaneous leaves. Each contains powerful, user-friendly functions to simplify internal leave management and tracking. WorQuest® Leave Assistant products integrate with most HRIS systems.
Designed for the workforce, WySTAR Global Retirement Solutions offers licensed software products and outsourcing services supporting financial services firms, insurance companies, actuarial firms and third-party administrators. Our products include:
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