Dante
-
Posts
2 -
Joined
-
Last visited
-
DB and 412(e)(3) Design Software
Dante replied to Dante's topic in Defined Benefit Plans, Including Cash Balance
Well, need to make sure the bosses and the clients are happy. We still have agents we work with that are actively selling them. -
Have been using Dater for the past few years, but am looking for some software that can illustrate DB and 412(e)(3) plans specifically. We used BlazeSSI's PENDEAS for years and it worked great for 412(e)(3) plans and was affordable. Moved to PlanGen and it was ok, then back to PENDEAS. With them closing a few years ago we moved to Datair, but it's a very cumbersome system to use. Any recommendations out there for something more... modern?
