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
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
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
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
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
Use BLAZE SSI's
up-to-date and
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Excel calculators
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up-to-date and
validated
Excel calculators
for extra help.