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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:

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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 […]

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Owner Only Plus with Combination Cash Balance

Want to know more about Cash Balance in Owner Only plans? Coming soon to the Retirement Planning Center is a whole new look at these designs. Take a peek at the slideshow below or view the Owner Only Plus Cash Balance Presentation as a PDF.

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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:

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About the “Triple-Stacked Match” Approach

What do you do when you have a situation where the owners are younger than the NHCE’s?  Here’s an extreme case where the husband is 53, his wife is 45, and the only other participant is 56: The only way to pass under New Comparability is to give the 56 year old $9,669 in contribution, […]

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Smart Projection for the RPC Cash Balance

This Spring our team at EBG Systems has worked hard to bring you a brand new report that will help you analyze the principal’s account balance as it grows to retirement. We’re calling it the Smart Projection. What is the Smart Projection? Offering more than just a projection, you’ll be able to see what any […]

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