Defined Contribution/401(k) Administration and DC-related Software

EBPII DC/401(k) System
Windows or Web-deployed System for qualified defined contribution and 401(k) plans
Supports dated transactions, unit values, time weighted earnings allocations, periodical valuations
Interfaces with popular fund managers and record keepers
Produces PDF format customized participant benefit statements; ready for email or upload
Integrated version of the Regulatory Testing System included at no additional cost

Regulatory Testing System (RTS)
Windows or Web-deployed System for non-discrimination testing
Supports full compliance with IRS qualification and non-discrimination tests for all DB and DC plans
‘Integrated’ version included with EBPII DB or EBPII DC/401(k) System
‘Stand-alone’ version accesses data via MS Excel or electronic file exported from user’s database
Creates client-ready PDF format output and prepares a data file of results suitable for export

DC ALLOC - DC 401(a) Allocation System
Web-based system allocates sponsor-discretionary DC/PS contribution to plan participants
Calculations appropriate for proposed or existing plans; complements any recordkeeping system
Enter data via fully validated MS Excel workbook; upload to BLAZE SSI server for calculations
Supports traditional salary ratio, integrated salary ratio, and new comparability (multiple groups)
Prints results as PDF-formatted reports and as MS Excel workbook columns
Prints PDF-formatted non-discrimination test results where required

Eligibility Determination System
Web-based system determines employee eligibility for plan participation for DB and DC plans
For DC plans, supports independent participation requirements for each allocation type
Complements any recordkeeping system
Enter data via fully validated MS Excel workbook; upload to BLAZE SSI server for calculations
Prints results as PDF-formatted reports and as MS Excel workbook columns
Details: Tech Sheet

Reports: Multiple Elig Req’s

DC Match Calculator System
Web-based system calculates and compares the employer match allocations to match by formula
Supports comprehensive selection of match formulas; comparison of match by formula and year-to-date
Complements any recordkeeping system
Enter data via fully validated MS Excel workbook; upload to BLAZE SSI server for calculations
Prints results as PDF-formatted reports and as MS Excel workbook columns
Details: Tech Sheet

Reports: Match Calc True-up

401(k) Testing Essentials System
Web-based system performs the most common 401(k) non-discrimination tests
Tests IRC401(k) employee-elective compensation deferrals and IRC 401(m) employer match allocations
Complements any recordkeeping system
Enter data via fully validated MS Excel workbook; upload to BLAZE SSI server for calculations
Prints results as PDF-formatted reports
Details: Tech Sheet

Reports: 401(k) Tests

Plan Termination (Optional ‘Add-on’ to EBPII)
Integrated with EBPII DB or DC/401(k) System
Computes termination liabilities
Prints plan sponsor and participant information notices
Links with the BLAZE SSI GOVFORMS System for preparation of required government forms
Details: Tech Sheet

AUDIT Import/Export - Electronic Data Exchange (Optional ‘Add-on’ to EBPII)
Integrated with EBPII DB or DC/401(k) System
Supports electronic data exchange via ASCII files for census updates and plan conversion
AUDIT Import supports acquisition of participant, account and policy-level data
AUDIT Export converts BLAZE SSI input data and calculation results into ASCII files for ‘export'
Details: Tech Sheet

Minimum Distribution System
Windows or Web-deployed System
Calculates minimum required distribution and earliest required distribution date for participants
Supports all types of qualified plans, self-employed plans, simple plans and IRAs
Produces PDF format participant statements
Details: Tech Sheet

Reports: Sample Report

Efficient,
time-saving
software;
customized
reports and
statements.