Database to keep track of plans?

[EBP]

We are a law firm offering our own nonstandardized pre-approved plans. We have until now used a customized database built by an internal IT employee to keep track of plans and plan information (plan name, plan nos., EINs, plan type, some plan features, whether we're responsible for plan document, trustee, third-party providers, etc.). Our IT employee is retiring and we're looking at other options. Does anyone have suggestions for useable databases they use for this purpose? The most important feature is being able to identify which plans we're responsible to restate during the next pre-approved adoption cycle. 

Thanks in advance for any suggestions or ideas.

[C. B. Zeller]

PensionPro might be a little overkill for just plan restatements, but it can certainly do the job. They will help you customize data fields, projects and cycles for your needs.

[Bill Presson]

Wonder if I have a copy of Foxbase sitting around? Have you upgraded to the 3.5 inch diskettes? I think there’s 23 of them. 
 

😇

[david rigby]

Is the existing database in Microsoft Access?  If so, you can probably find someone to help, such as build a user-friendly interface.  Maybe engage an outside IT firm for a one-time upgrade and/or an ongoing maintenance contract (even if not in Access)?

[Gadgetfreak]

Set up an account on Upwork. Post your project specifications. Received replies/quotes from freelancers who can help you. Interview them and pick one that is a good match. I use PP and agree that it may be overkill for this. An Excel file may work. But, if you want to get fancier, there are many online systems that can be configured for your needs. These freelancers can help build them out for you.

[RatherBeGolfing]

15 hours ago, Bill Presson said:

Wonder if I have a copy of Foxbase sitting around? Have you upgraded to the 3.5 inch diskettes? I think there’s 23 of them. 
 

😇

Not 5 1/4 floppy's? Fancy stuff!

[acm_acm]

6 hours ago, RatherBeGolfing said:

Not 5 1/4 floppy's? Fancy stuff!

FYI they were even 8" floppies way back in the day.  You can see one in the movie WarGames.  (Shall we play a game?)

[Bill Presson]

1 minute ago, acm_acm said:

FYI they were even 8" floppies way back in the day.  You can see one in the movie WarGames.  (Shall we play a game?)

The first computer I used in the workforce after graduating college in 1983 was a Wang (maybe a 2200) with an 8" floppy drive that we used to save some Basic programs we wrote to show some illustrations to clients. Fun stuff.

[Bri]

What, none of you had to import a program basically via tape recorder and cassette like on a Commodore Vic-20?

(Could be a computer program on there, could be VH taped off the radio....)

[Carike]

Act! CRM database might work for you.

[jsample]

Ask ChatGPT to set something up for you.  Pay the $22 per month, money well spent.

[ESOP Guy]

3 hours ago, acm_acm said:

 You can see one in the movie WarGames.  (Shall we play a game?)

I was in undergrad when that movie came out.  A friend of mine got a student job in the computer operations room.  He had access to the system that was more than maybe you should give to a student. 

All the workers came to work one morning and the first message they got on their work terminal was:

Do you want to play a game?  How about Thermal Nuclear War?   

[BG5150]

On 3/6/2025 at 4:06 PM, C. B. Zeller said:

PensionPro might be a little overkill for just plan restatements, but it can certainly do the job. They will help you customize data fields, projects and cycles for your needs.

I think there is a PensionPro lite?