The Retirement Planning Center is a retirement plan proposal system for Defined Contribution and New Comparability plans. The RPC keeps the retirement proposal process simple by eliminating complexity, delays, and paperwork.
This product will consider eligibility, salary deferrals, matching, safe harbor, profit sharing, SEP/SIMPLE plans and tax implications. As a user, you will have access to a private, secure workspace to input new plans, review pending cases and archive previously sold plans.
Create custom proposals
in matter of minutes
The RPC gives you the flexibility you need in plan design and assumptions. You can enter in your plan specifications, classes, and census data.
Quick Plan Comparison
This simple way to create
plan comparisons requires only a company census. The RPC automatically creates each plan design to maximize the owner
Directory of all plans
The plan directory allows
you to view, edit, and copy
old and active plans. You
can filter searches througha number options such as, name, date, or plan type.
Easy data upload and entry
Simply enter your census data and upload to the system…it's that easy. You can even make changes to your data after it's been uploaded.
Library of attractive reports
We host a library of attractive, professional looking reports. You can even create your own custom report to be included in your proposals.
At EBG Systems, Inc. we specialize in quality employee benefit systems and services. We develop exceptional business solutions for our clients by employing both innovative technologies and talented, knowledgeable, experienced people. EBG's interdisciplinary team is united first and foremost by our commitment to always exceed our client's expectations.
Our accomplished staff includes pension, profit sharing, and 401(k) administrators, as well as an actuary - people who understand the complexities of retirement plans. They collaborate with EBG's team of software professionals to develop sophisticated solutions using the latest in software and applications technology.