Cost Effective Software for Combined Plan Testing

[Guest EMM118]

I was wondering if anyone could recommend cost-effective software to do combined plan testing. For example, suppose a small employer (under 20 ees) wanted to adopt a cash balance plan and a safe-harbor 401(k) plan. Our actuary will do the calculation on an internal spreadsheet. I was surprised that Corbel couldn't do this under their Proposal software. I know Datair's software can, but I've never used it before. Any thoughts? Thanks in advance. Ed

[JAY21]

ASC does DB-DC combo testing pretty sweet except I understand from SoCal it may not handle some early retirement subsidies well if you have any of those. For typical small plans that don't have early retirement subsidies it seems to work great. I've haven't done a cash-balance-DC combo in ASC, just traditional DB plan aggregated with PS plan for testing, but I wouldn't think a cash-balance should work any differently in their system. There system was updated to include cash balance formulas a while back. It's probably worth some consideration.