Tag Archives: Featured

How Cloud Computing Can Benefit You

Cloud computing seems to be all the hype lately, but do you really know what it means? From Microsoft to IBM, companies are actively using this buzz phrase to describe their products and services. You’ve probably heard of the phrase “take it to the cloud”, with cloud being a metaphor for the internet. However, when […]

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The Pension Portal | Client & Task Management System

What is the Pension Portal? The Pension Portal is a comprehensive suite of tools to help take you and your pension business into the new age. With cloud computing technology, the portal gives you easy, yet powerful management of your retirement planning business. The system makes use of industry leading technology to organize, automate, and […]

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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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Pension Portal Update

This update includes File Management Email Notification and Step-By-Step Report In this patch, some important changes were made to plans and reports: File Mgmt has a new option added to the bottom right side. This option allows files to be selected and an email notification can be sent to a selected contact (client) to inform […]

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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, […]

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