MS Excel Web-based Pension Calculators – Add-on to any Recordkeeping System

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

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