Profit Sharing Comparison Tool Enterprise Edition

Make plan design easy. Prepare side-by-side analysis of traditional and cross-tested plans. The Enterprise Edition allows you to create an unlimited number of plans and comes unlimited QuickPlan Presentations, and 3 sponsor Why 401(k) sites.

Profit Sharing Comparison Tool Standard Edition

Developed for individuals, the Standard Edition comes complete with all the features necessary to create up to 50 custom plan designs each year including cross-tested plans. A subscription also includes 12 QuickPlan Presentations (A $240 value) and access to future QuickPlan Presentations at 1/2 price. Whether you are an advisor or a small TPA, the Profit Sharing Comparison Tool can help you deliver plan designs tailored to your customer's needs.

Enrollment and Communication Standard Edition

Create and distribute employee communication material. Increase your 401(k) plan participation. Generate our one-of-a-kind Paycheck Analysis forms for each employee detailing what contributing to one's 401(k) plan means to take- home-pay and retirement. Include Enrollment and Beneficiary forms with a click. Employee communication has never been easier or more important.

Suite401(k) Employer Edition

Suite401(k) is a powerful new tool for boosting participation in employer-sponsored 401(k) plans. Suite 401(k) lets you create and distribute specific, individualized information to show each employee the specific dollar impacts of their 401(k) contributions. Suite 401(k) is the easiest, most convenient way to spread the word about employer 401(k) plans. It’s perfect for human resource professionals, employers, and small business owners.

Suite401(k) Advisor Edition

If you are a TPA or broker that works with multiple plan sponsors, Suite401(k) Advisor Edition is for you. Pprovide the Suite 401(k) tools to your plan sponsors quickly and easily. Create, manage and distribute Suite 401k usernames to all of your plan sponsors to allow them to complete and distribute their own enrollment and communication material.

Why 401(k) Participant Education

Need online participant education? Now your sponsor's employees can come to http://www.why401k.com and complete a paycheck analysis, prepopulated with their plan's match, profit sharing, and fund information. Make education better and simpler. Show employees what their 401(k) plan means to them today, without printing a single form.

One Person (k) / Defined Benefit Plan Analysis Tool

Self-Employed 401k Calculations Made Easy with New Online Tool

The system illustrate the maximum amount an individual can contribute to a Self-Employed 401(k) plan, plus contribution amounts for profit sharing plan simple IRA and SEP plans.

GASB45 / OPEB Analysis Tool

By preparing early using our analysis tool, you can understand how the anticipated costs associated with your retiree benefit plans impact your future revenues, and begin to plan steps to better deal with that impact. These include creating alternatives and what-if scenarios using actuarial assumption data excluding certain categories of employees in anticipation of proposed changes in collective bargaining agreements.