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Software: Retirement Plan Administration

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ASC - Actuarial Systems Corp.
    15840 Monte Street
    Suite 108
    Sylmar, CA 91342-7670
    Phone: 800-950-2082
    Fax: 818-344-3288
ASC Retirement Plan Software, Documents & 5550/Government Forms. Increase your efficiency and profitability with ASC’s integrated suite of systems: DC/401(k) Administration & Valuation, Defined Benefit, Compliance Testing, DV Direct Daily Valuation, Document Generation & Management (DGEM) System, 5500 Forms, Plan Sponsor & Participant Web Portals, Client Task Tracking System (CATTS). ASC also offers ERISA legal consulting, continuing education & more. Click here for more info.

Bidwell Consulting Services, Inc. /NexusTPA


DATAIR Employee Benefit Systems, Inc.
    735 N. Cass Avenue
    Westmont, IL 60559
    Phone: 888-328-2474
    Fax: 630-325-2660
Celebrating its 50th anniversary, DATAIR offers benefit administration software for Pension, 401(k) and Cafeteria/Flexible Benefit plans. Designed for administrators and consultants. Choose modules for proposals, plan documents, enrollment, administration, government reporting, distribution, and claims processing. Training and support included. For free demo versions and pricing, contact us!

Envisage Information Systems, LLC
line Software
image, a product suite of Wolters Kluwer Law and Business, offers employee benefit professionals modern and cloud-based plan document (retirement, welfare and non-qualified), government forms (5500, 1099 and 5300), and compliance testing and reporting software. Easy-to-use, integrated, and world-class customer support make the perfect solution for employee benefits professionals. TAG (Technical Answer Group) provides comprehensive answers to retirement plan questions. The TAG service also provides a fully-searchable database of over 4,000 previously asked questions, quick reference tools and charts, and daily news.

The Inte-Greater(tm), written by David Rhett Baker (a former pension lawyer). Finds the best benefit formula under a profit-sharing plan for the owner of a corporation (doesn't work for sole proprietorships or partnerships), by adjusting the plan's integration level. If the plan's current formula is not the optimum formula, this peppy little online application shows the business owner how much would be saved each year if the optimum integration level were used instead. Also shows the dollars that would go to each participating employee's account (i.e., the allocations) at user-specified employer contribution levels. Good for determining the employer contribution that is needed to reach a certain desired allocation level for the owner, or to watch how proposed additional contributions would be divided among the owner and the other employees.

Free!-- via a secure web connection.


IPASMaster™ CBIZ Retirement Plan Services

WySTAR Global Retirement Solutions
Designed for the workforce, WySTAR Global Retirement Solutions offers licensed software products and outsourcing services supporting financial services firms, insurance companies, actuarial firms and third-party administrators. Our products include:
  • DBVAL - Defined benefit valuations and Web benefit projections
  • DCVAL - Defined contribution, balance forward recordkeeping, ESOPs and compliance
  • OPEVS - Post-employment benefits
  • TestWyz – DB/DC Compliance testing

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