Archive | General RSS feed for this section

Track Form 5500s with EBG’s Task Tracking Report for Work Center

EBG Systems’s Pension Portal can help you track tasks with the Work Center task tracking system – including your Form 5500s. The Task Progress Report provides a summary of pending and completed tasks.

Continue reading

Bookmark RPC Mobile to your Home screen

You’ve tried the RPC Mobile and you love it! (Naturally.) Now you’d like to access it more quickly and easily. We’re here to show you how. Follow the step-by-step instructions below and you’ll be accessing the RPC Mobile in no time. On your iOS device: On your Windows device:

Continue reading

Promises, Promises! – Owner-Only Cash Balance

Promises, Promises! Traditional DB Plans promise Accrued Benefits. Cash Balance Plans promise lump-sum amounts. Which promise is easily understood by both owners and employees? There is no Non-discrimination testing for owner only plans. No Cross-testing either. Like the traditional DB, Cash Balance has the flexibility of funding within a range of minimum and maximum calculated […]

Continue reading

2014 Annual Dollar Limits for Qualified Plans

Here is your table of annual dollar limits for 2014. These are already being used in all Retirement Planning Center products! Click on the table below to view & download the table as an image, or visit therpc.com/mobile on your mobile device for quick access. Scan for Mobile: 

Continue reading
Triple-Stacked Match (Title)

Learn the Triple-Stacked Match

Follow the slideshow below or view the Triple-Stacked Match presentation in PDF form. Images from the slideshow:

Continue reading