Software: Retirement Plan Administration
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| Bidwell Consulting Services, Inc. /NexusTPA
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Are you looking for an efficient solution that can give you a complete view of all your client information? NexusTPA helps you deliver superior customer service, and increase overall efficiency. Tightly Integrated with Microsoft Office and Intuit QuickBooks NexusTPA provides the platform to share critical information all across your organization. Leverage the data that you already have.
Use the NexusTPA Notes Tab to keep track of everything that happens with a client. Instantly get up to speed with a client’s history before you get them on the phone.
We invite you to discover how NexusTPA can help you: - Cultivate and manage client relationships.
- Improve productivity by simplifying and automating key processes.
- Gain insights into new opportunities and measure effectiveness.
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| BLAZE SSI Corp.
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COMPLETE SUPPORT FOR YOUR PENSION NEEDS - Creative Proposals
- On-Going Administration
- Regulatory Testing
- Government Forms
- Distribution Planning
- Plan Termination
- Superior Support Services
WE DO IT RIGHT!
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| DATAIR Employee Benefit Systems, Inc.
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735 N. Cass Avenue
Westmont, IL 60559
Phone: 888-328-2474
Fax: 630-325-2660
Email: info@datair.com
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DATAIR BENEFIT ADMINISTRATION SOFTWARE for Pension, Profit Sharing, 401(k) and Cafeteria/Flexible Benefits plans. Designed for administrators and consultants. Modules include proposals, IRS-approved documents, enrollment, administration, government reporting, distribution, tax planning, and client and task management.
Training and support included.
For free demo versions and pricing, contact us!
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| EBG Systems
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3525 W. Peterson Ave.
Suite 324
Chicago, IL 60659
Phone: 773-866-2031
Fax: 773-866-2012
Email: eellis@ebgsystems.com
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Work-flow Management and Plan Design Software
Work-flow Management: Organize, automate, and synchronize your plan administration processes - Secure client access to all plan related items
- Time tracking and billing
- Contact and file manager
- Mass emailing
Plan Design Software: Create plan designs and attractive proposals- Cash Balance
- 401(K)
- Profit Sharing
- SEP/SIMPLE
- Plan Comparisons
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| ftwilliam.com Software
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ftwilliam.com, a product suite of Wolters Kluwer Law and Business, offers employee benefit professionals the highest quality plan document (retirement, welfare and non-qualified), government forms (5500, 1099 and 5300), and DC Administration software. ftwilliam.com also launched a new, integrated web-portal for securely transferring data and communicating with clients. All software solutions were built from the ground up to be web-based relieving you from installing software updates and the purchase of additional hardware. The intuitive interface provides dozens of productivity tools making processes such as amending plans, batch generation of forms, batch generation of annual notices and e-filing a breeze.
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| Inte-Greater
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The Inte-Greater(tm), written by David Rhett Baker (a former pension lawyer). Finds the best benefit formula under a profit-sharing plan for the owner of a corporation (doesn't work for sole proprietorships or partnerships), by adjusting the plan's integration level. If the plan's current formula is not the optimum formula, this peppy little online application shows the business owner how much would be saved each year if the optimum integration level were used instead. Also shows the dollars that would go to each participating employee's account (i.e., the allocations) at user-specified employer contribution levels. Good for determining the employer contribution that is needed to reach a certain desired allocation level for the owner, or to watch how proposed additional contributions would be divided among the owner and the other employees.
Free!-- via a secure web connection.
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| WySTAR Global Retirement Solutions
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Designed for the workforce, WySTAR Global Retirement Solutions offers licensed software products and outsourcing services supporting financial services firms, insurance companies, actuarial firms and third-party administrators.
Our products include:- DBVAL - Defined benefit valuations and Web benefit projections
- DCVAL - Defined contribution, balance forward recordkeeping, ESOPs and compliance
- OPEVS - Post-employment benefits
- TestWyz – DB/DC Compliance testing
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