Tag Archives: Cash Balance
Chart

Case Study: Cash Balance Maximum Contribution Projections

A couple of weeks ago, we released a chart estimating maximum contribution credits for Cash Balance Plans at different ages and compensations.  For example, the chart shows that a 55-year-old has a 415 Lump sum limit of $169,823 whether he makes a compensation of $75,000 or $245,000.  Assuming an interest credit of 5% per year, […]

Continue reading

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 […]

Continue reading

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 […]

Continue reading

2011 Max Contributions for Cash Balance Plans

When owners or principals want to accelerate their contributions beyond the DC limits of $16,500 and $49,000, this chart shows how much more maybe contributed to an add-on cash balance plan (subject to non-discrimination testing). (Click to Enlarge)

Continue reading

Unlimited Support

Did you know that your subscription comes with unlimited support? At EBG Systems, we take our clients seriously. That’s why we offer unlimited customer support with any Pension Portal, RPC, or Cash Balance subscription. This means that there will always be someone on the line to answer your questions, or demonstrate new product features. We […]

Continue reading