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)
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: