How much demand is there for new and improved RK software?

[SensibleUsername]

Our firm uses Datair (now CalcAir) and I have to admit, I am blown away by how rudimentary the software is. It has a clunky UI and is not very intuitive, even for seasoned retirement specialists. If you were to choose a new RK software that assisted with making Compliance Testing a breeze, made document building more simplified, etc., what features would you want?

What about a software you could use year-round that helped TPAs managing multiple retirement accounts (401(k), DB, CB, etc.) keep up with their clients' plans in terms of CT and employee eligibility, deferrals, 5500 proactivity, etc.?

[mattmc82]

The reason all of major ones feel clunky is because they were originally built to the laws in place at that time. Code written in semi dead languages doesn’t really help. It is no surprise no one has a solution for employer roth contributions yet.
 

The nesting nature of most of them is never really all that intuitive so it is difficult to train. Having separate suites for separate functions makes them more accurate but time consuming. Although I will say in my experience it is much better having your 5500 software separate. Too many nuances especially on audited plans where CPAs insist on plopping things in different spaces. 

Not sure the answer to your question, but I feel like customization is one of the biggest hurdles. Code in the ability to easily override, undo overrides without redoing work and the ability to add notes. The notes should be easily aggregated and easily identified to the portion they apply to. Good luck