TPA Directory - PensionOnline provides the TPA Directory as a free service to our subscribers or browsers of our website. You can search this database to optimize your choice of TPA for plan design or implementation.
One Person Retirement Plan Analysis - Contribution analysis tool for One Person 401(k) and One Person Defined Benefit Plans. This web-based tool compares maximum contribution limits for 401(k), SEP, SIMPLE-IRA and Defined Benefit Plans.
Paycheck Analysis Tool - Generate our one-of-a-kind Paycheck Analysis forms for employees detailing what contributing to one's 401(k) plan means to take-home-pay and retirement.
Developers' Tools
The following tools are intended for developing web or desktop applications which require retirement plan calculations. Programmers can utilize these calculation engines to quickly and accurately compute retirement plan contribution while demonstrating compliance and IRS guideline requirements. These tools allows enterprises and solution developers to customize, integrate, and create pension solutions that meet their unique business requirements.
Basic Module
- Determine eligibility for entire employee population
- Determine HCE and Key employees
- Calculate employee allocation
- Calculate employer match
- Maximum elective deferrals under IRC § 402(g)
Compliance Module
- General compliance under IRC§ 401(a) (4)
- Deductibility under IRC § 404
- Annual additions IRC § 415 (c)
- Top heavy adjustment ADP / ACP
Importing / Data Collection Module
Import and export data from several file types:
These tools, ActiveX components, have been designed using Visual Basic 6 with Service Pack 5 , and are intended to be used in Windows 98, Millennium, Windows NT 4.0 workstation or server, or Windows 2000. Sample code that demonstrates the basic API functions is also included.
To learn more about licensing Pensiononline.com tools for your organization, please contact us at 1.800.322.0023.