Tag Archives: Retirement Planning Center

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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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: 

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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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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 […]

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