The linked documents below are in pdf format and require Adobe Acrobat Reader for viewing. The Reader software is free and can be downloaded from Adobe's web site .

PENDEAS - 'Pension Ideas' Qualified Plan Design and Illustration System
Analyzes costs and benefits of up to six qualified retirement plan designs from one census to produce easy to understand comparison reports in pdf format. Compares any plan provision, benefit or cost, including insurance and 401(k) deferrals to select the most favorable plan design. Supports DB, DC, 401(k) plans; automated data entry using MS Excel.

DC ALLOC - DC 401(a) Allocation System - Complements any Recordkeeping System
Online system adapts to any vendor's product. Enter data via fully validated MS Excel workbook to allocate sponsor-discretionary, DC/PS contribution to plan participants. Supports traditional salary ratio, integrated salary ratio, and new comparability (multiple groups). Prints PDF-formatted reports, including non-discrimination test results for new comparability allocations.

George Taylor System (GTS) Combined DB/DC Illustrations
Interactive MS Excel-based system that creates combined plan illustrations; including DB Cash Balance and DC New Comparability plan designs. GTS performs combined plan IRC401(a) non-discrimination testing and prints client-ready reports.

DC Testing Essentials - Complements any Recordkeeping System
Performs the most common IRS non-discrimination tests quickly and cost-effectively. Test the IRC401(k) employee-elective compensation deferrals and IRC 401(m) employer match allocations via a fully-validated MS Excel workbook. Calculation results are returned in .pdf-formatted reports.

DC Match Calculator - Complements any Recordkeeping System
Calculates and compares the employer match allocations to the match by formula. Supports comprehensive selection of match formulas and returns comparison of match by formula and year-to-date in worksheet columns and PDF-formatted reports. Data entry is supported via a fully-validated MS Excel workbook.

Eligibility Determination - Complements any Recordkeeping System
Determines employee eligibility for plan participation and for multiple allocation types. Supports independent participation requirements for each allocation type. Produces results as MS Excel workbook columns and as PDF-formatted reports. Data entry is supported via a fully-validated MS Excel workbook.

EBP/DB VALUATION SYSTEM
Automates valuation, administration and plan studies for qualified defined benefit retirement plans. Supports all IRS-approved funding methods including PPA06. Supports traditional, cash balance and fully insured plans.

EBP/DC/401(k) VALUATION SYSTEM
Automates administration of all defined contribution qualified retirement plans. Contains time-saving 401(k) record keeping features including periodical valuations, dated transactions and time weighted earnings allocations. Interfaces with popular fund managers and record keepers.

EFAST2 Filing Preparation System
EFAST2 Prep supports the creation and editing of the EFAST2-required electronic filing format for 2009 5500 forms; including the 5500 and 5500-SF forms, schedules and attachments. Edits, stores and updates information in the EFAST2 filing format. Supports data import from other software.

EFAST2 Filing Transmission System
Supports the notification of filing signers, capture of electronic signatures, secure transmission to the DOL and a secure database to track filing uploads, submission status and DOL response. Submit single or multiple filings to the DOL EFAST2 web-service.

GOVFORMS
Creates and completes PBGC forms, SAR, DB Annual Statement and 5500-EZ. Options include 5300 Forms and 1099R/1096 Forms. Supports data import from other software.

RTS - REGULATORY TESTING SYSTEM
Provides IRS non-discrimination and qualification testing for all types of qualified retirement plans including IRC401(a)(4), 401(a)(26), 401(k), 401(m), 410(b), 414(q), 414(s), 415, 416, etc. rules.

PENTRAK - Pension Administration Tracking and Invoice System
Supports case and personnel management for employee benefit plan administration offices. This relational data base tracks plan, activity and personnel data; prepares 'client ready' plan renewal packages, invoices, tickler files, mailing lists and management information reports.

MINIMUM DISTRIBUTION SYSTEM
Calculates minimum required distribution and earliest required distribution date for participants of qualified plans, self-employed plans, simple plans and IRAs.

PLAN TERMINATION SYSTEM (Add-on to EBPII)
Computes termination liabilities for all types of qualified retirement plans. The system prints plan sponsor and participant information notices and links with the BLAZE SSI GOVFORMS 5300 System for printing of required government forms.

ACTUARIALLY EQUIVALENT BENEFIT FORMS (BENFORMS) SYSTEM
Calculates retirement benefit payout options on an actuarially equivalent basis and IRS minimum lump sum distributions.

FAS 87 SYSTEM; plus FAS132 report
Produces a comprehensive reply to the standard auditor's letter associated with FAS 87, including all related schedules and worksheets; plus report for FAS 132 required disclosures for non-public entities.

FAS 106 SYSTEM
Computes the current service cost, the accumulated benefit obligation and the projected benefit obligation under FAS 106 for a post-retirement medical benefits plan.

AUDIT Import/Export - Electronic Data Exchange
AUDIT Import/Export supports electronic data exchange via ASCII files. AUDIT Import supports acquisition of plan, participant, account and policy-level data. AUDIT Export converts BLAZE SSI input data and calculation results into ASCII files for convenient 'export' to other systems.