Cash Balance Update

We would like to notify all Cash Balance users that we have made a few enhancements to the Cash Balance proposal system. These enhancements include a tax summary report, view details for all non-discrimination testing, and the 2011 max contributions chart.

1. Tax Summary Report

This report can be found in the report menu, beneath the Contribution report (7th down). The minimum and maximum tax bracket percentages can be entered in the general tab of the plan details screen. View a sample report below:

(Click to Enlarge)

Tax Summary

2. View Details for all Non-Discrimination Tests

Previously, only failed test results could be viewed. As a user, you will now have the option to view details for any test, even if it passes. See below:

View Details

3. 2011 Max Contributions Spreadsheet

(Click to Enlarge)


To learn more about the Cash Balance System, please visit our website:

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