EGTRRA 2001 Compliant
   
  Trusted by TPAs
   
  "The most comprehensive proposal tool available"
   
  Takes 10 minutes
   
  Completely Confidential
   
 

Plan Design Discussion Board

 
 

Call TOLL-FREE   1-877-214-0523
Mon. thru Fri., 9am to 5pm. PST.

 
How can I design the best retirement plan?

“We have been a user of the PENSIONONLINE system since January of 2000. The ability to quickly and easily prepare proposals in a 'ready to use' format has been very beneficial to us. The ability to easily tailor proposals that pass the non-discrimination tests has permitted us to do modeling and plan design 'on the fly' in prospect presentations.

-J. Reed Cline, Senior Vice President, Qualified Pension Administrator The Benefit Consultants Groups

 

Price: $50.00

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Find out how to take advantage of new EGTRRA laws.
Blow the competition away with more and better plan options.
Present powerful, ready-to-use, easy to understand, visual reports.

Click here to download a Sample PDF Report!

Plans Included:

  Traditional Plans New Comparability Plans
Defined Benefit Plans   Money Purchase Plans
  Integrated Plans   401(k) Plans
  SIMPLE 401(k) Plans   Safe Harbor 401(k)
  Age Weighted Plans    Combination Plans
Super New Comparability Plans
Each Report Includes:
EGTRRA 401(k) Catchup Provisions & New 415 Limits Compliance Testing Including Minimum Gateway Requirement

 

Plan Narratives and Recommendations