Guest Thornton Posted October 27, 1998 Posted October 27, 1998 Does anyone have software or other suggestions for calculating the maximum contribution amounts for sel-employed businesses, particularly in cases where there are multiple plans with a 401(k) option and an integrated allocation formula.
Ervin Barham Posted October 28, 1998 Posted October 28, 1998 Have you checked the "yellow pages" located elsewhere at this site? There are several companies listed that should be able to handle that or that you can contact for more info.
Guest PeterGulia Posted November 22, 1998 Posted November 22, 1998 Although the organizer exhorts us to avoid commercial messages, what you're looking for is QP-SEP Illustrator, which works for 401 qualified plans and others. The software lets the user solve for the optimal integration level, along with built-in rules for IRC 401(a)(17), 404, and 415. The maker is Gary S. Lesser. Gary and his GSL Galactic Consulting are supporters of BenefitsLink.
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