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Annual Data Request Wizard Webinar

Thank you to everyone who attended last week’s Annual Data Request Wizard Webinar, part of the Pension Portal Training Series. Here are some of the key benefits as well as a snapshot of what was covered: Benefits of the ADR Wizard Marketing – Attractive Graphical User Interface (GUI) will impress your clients Feedback – Monitor questionnaire […]

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Pension Portal Version 6.9

Welcome to version 6.9 of the Pension Portal. This version welcomes several enhancements, including the much anticipated Task Mass Update. This new feature allows you to update a single task across multiple plans at the push of a button. For instance, if you have a similar task for all of your plans, such as, “collect […]

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Who are Good Candidates for Cash Balance Plans?

Cash balance plans are surging in popularity. According to a recent survey, the number of cash balance plans has nearly quadrupled since 2001. Cash balance plans offer a number of advantages that other retirement vehicles don’t. Depending on the firm, annual tax deductions of $100,000 to $200,000 per owner are possible. Owners can also put […]

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RPC: Census Tips

Tips for using the Excel Template Do NOT upload your own spreadsheet.  Always use the template.  Even if you think you have created a spreadsheet that looks exactly like the template, you should not use it. Do NOT change the headings of the template. The cells that require data are: First Name, Last Name, Hire […]

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Classes

What to Know: About Classes in the RPC

Here are a few tips to help you understand Class designations in the Retirement Planning Center. To begin, The Classes screen is only used with Profit Sharing Plans when “New Comparability” is selected in Plan Specifications. Classes are not applicable when Age-Weighted, Integrated, or Non-Integrated plan types are selected. By default, three classes are automatically […]

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Cash Balance System: Custom Report

One of the newest features to the cash balance system is a custom report module. With this feature, you can easily add a customizable page to your report sets. Located on the top of the screen in the report menu, the custom report allows you to input titles and body text with any content you […]

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