Our software is designed to aid your institution in
the marketing and administration of IRA and 401k accounts. All of our software is designed
to work on any version of Microsoft Windows and on any network.
Required Minimum Distribution Software - MINCAL
This software allows you to project and calculate any Required Minimum Distribution. The
system takes in consideration all available types of elections.
- Supports an unlimited number of Accountholders, Beneficiaries,
Plans per Accountholder.
- An what-if screen is available to assist your customers in
making that irrevocable election.
- Assists in determining the RMD for those accounts where the
Accountholder has died.
- Notification of those turning age 70½ and those in distribution
with outstanding RMD amounts is available.
- Accepts data downloaded from your Host system. This system
will even upload information back to your Host system.
Pre-59½ Distribution Software - SEPP
(Substantially Equal Periodic Payments). Calculation of Pre-59½
Substantially Equal Periodic Payments can be projected with this unique software.
- RMD, Amortization and Annuity factor methods are supported.
- Allows for Reverse Calculations.
- Allows COLA Adjustments
- Updates New AFR values via the internet
- Side-by-side comparisons of all methods.
IRA Administration Software - IRAAD
If you are looking for a system that does administers your IRA accounts from Disclosure
through the process of reporting to the IRS via magnetic or electronic media then you have
come to the right place.
- IRAAD will process information for Traditional IRAs, SIMPLE
IRA, Roths, SEPs, Self-Directed and Education IRAs.
- All Customers and IRS reporting is automated.
- Produces Trial Balances
- Produces Customer Statements
- Produces customizable letters that are mail merged
- Produces Distribution notification letters
- Contains various marketing reports allowing for analysis of
various transaction types
- Produces 1099-R and 5498 Substitute forms
- Reports 1099-R and 5498 returns to the IRS electronically
- Supports 1099SA and 5498SA
- This system contains in excess of 200 IRA forms
Health Savings Account Administration Software - HSAAD
Health Savings Accounts are processed by this unique system. This system contains the basic
functions as the IRA administration system but it is specifically geared towards the Health
Savings Accounts.
Health Savings Electronic Forms Software
If you need forms that allow you to administer Health Savings Accounts then you must look
at this system.
IRA Disclosure Projections - DISCLOSE
Custom disclosure tables and disclosure statements can be produced using your institutions
rates and terms with this software.
IRA FormSystem
This system is a Forms-Completion system that utilizes all versions of Windows tm.
- The system supports in excess of 200 forms.
- Forms are selected by either a Topical Menu, or from a Forms
list.
- Recommended forms for specific transactions are presented.
The list of recommended forms may be modified by the user.
- Compliance checks are performed during entry notifying the
user of potential problems.
- A complete history of all activity per customer is maintained
allowing the user to review or reprint any form.
- Expensive forms inventory is no longer necessary.
- The FormSystem maintains history of every form that was every
created for any customer.
- Compliance Assist is available checking each entry, notifying
the user or a potential error.
- Template records may be created for every form defining default
values to be used in form creation.
- The system can be configured to show only those forms that
are defined by you.
- Extensive reporting is available to allow analysis of your
various usage data
- Security System is available