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Software: Plan Design

List Your Software List your Company Vendor Directory Home
BLAZE SSI Corp.
    Box 333
    Brielle, NJ 08730
    Phone: 732-223-5575
    Fax: 732-223-6683
    Email: sales@blazessi.com
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COMPLETE SUPPORT FOR YOUR PENSION NEEDS
  • Creative Proposals
  • On-Going Administration
  • Regulatory Testing
  • Government Forms
  • Distribution Planning
  • Plan Termination
  • Superior Support Services
WE DO IT RIGHT!
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EBG Systems
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Work-flow Management and Plan Design Software

Work-flow Management: Organize, automate, and synchronize your plan administration processes

  • Secure client access to all plan related items
  • Time tracking and billing
  • Contact and file manager
  • Mass emailing
Plan Design Software: Create plan designs and attractive proposals
  • Cash Balance
  • 401(K)
  • Profit Sharing
  • SEP/SIMPLE
  • Plan Comparisons
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ftwilliam.com Software
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ftwilliam.com, a product suite of Wolters Kluwer Law and Business, offers employee benefit professionals the highest quality plan document (retirement, welfare and non-qualified), government forms (5500, 1099 and 5300), and DC Administration software. ftwilliam.com also launched a new, integrated web-portal for securely transferring data and communicating with clients. All software solutions were built from the ground up to be web-based relieving you from installing software updates and the purchase of additional hardware. The intuitive interface provides dozens of productivity tools making processes such as amending plans, batch generation of forms, batch generation of annual notices and e-filing a breeze.
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Inte-Greater
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.

Free!-- via a secure web connection.

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PensionOnline.com
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With LIMITED CENSUS DATA and a FIVE MINUTE UPLOAD FROM EXCEL, the PensionOnline.com website provides you with the ability to present your client with a side-by-side comparative analysis of numerous retirement plans including: Integrated, Age Weighted and New Comparability cross-tested plans, Money Purchase, and 401k (including Simple and SEP). At a glance, sponsors can assess the financial and tax advantages of each plan, and easily identify an optimal solution based on desired budgets and other parameters.
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