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Cash Balance Design and Proposal Software

EBG Systems Cash Balance software gives you the ability to easily create stand-alone and 401(k)/Profit Sharing Cash Balance plan designs. The system conducts precise testing and offers attractive charts and graphs to include in your illustrations.

As a web-based system, your proposals are available at anytime and anywhere. There's no hardware to download or install, simply login through the Internet and create your plan design in minutes.

Our Cash Balance software comes with flexibility in subscriptions and pricing. You can choose from weekly, monthly, or even annual subscriptions. And you can run as many plan designs as you wish! Get Started Today!

Library of Reports

View Sample Report

New!  Smart Projection

View any participant's contribution projected forward and compare to other funding options and limits

System Features

Cash Balance Run cash balance and combo cash balance 401(k) plans Specifications PBGC, Interest Credit, Funding Rate, Actuarial Equivalence, Testing Assumptions Professional Reports Library of 16 detailed, professional, attractive reports

PPA Calculator Calculate Target Normal cost, 417(e) PVAB and Lump Sum Payouts Classes Use default, or setup your own classes with contribution levels Database Directory of all plans with searchable fields

Easy Data Entry Easy data entry via Excel upload or manual input Automated Automated validation of all data Data Export Export your reports to PDF or Excel formats

Non-Discrimination Testing