Tag Archives: smart projection

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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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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