Sample Reports
Pension Profit Sharing 401(k) Professionals

BLAZE SSI Reports: Attractive and flexible.

Reports created by BLAZE SSI systems incorporate flexible formatting options so users produce effective reports to meet their customers' needs easily and quickly. BLAZE SSI reports are produced in pdf format; making them easier to file, retrieve and email.


PENSION/PROFIT SHARING/401(k) PLAN PROPOSALS
PENDEAS: Proposals for all qualified plan types; compare up to six plan designs
    
Plan Design Comparison Sample Report
    
Defined Benefit Plan (PPA funding) Sample Report
    
PS New Comparability Sample Report

GTS: Illustrate Combo DB/DC plans and perform testing
    
DB Cash Balance/PS New Comp Combo Plan with Testing Sample Report

RECORDKEEPING SYSTEM ADD-ON MODULES
DC Alloc: Profit Sharing allocations, including new comparability and testing
    
New Comparability Allocation with testing results Sample Report

DC Match: Calculate employee match; multiple bend points
    
Match Calculation True-up Sample Report

Eligibility: Determine employee eligibility for multiple allocations
    
Eligibility Determination Sample Report

401(k) Testing Essentials: 401(k) and 401(m) Tests
    
Testing Essentials Sample Report

DEFINED BENEFIT VALUATION AND ADMINISTRATION SOFTWARE
EBP DB: PPA06 Defined Benefit Plan Valuation Sample Report

BenForms: Actuarially Equivalent Benefit Forms Calculation Sample Report

Plan Termination: Calculation of Termination Liabilities Sample Report

401(k)/DEFINED CONTRIBUTION ADMINISTRATION SOFTWARE
EBP DC/401(k): DC/PS/401(k) New comparability Plan Sample Report

Roth plans: DC Roth 401(k) Participant-level Analysis

NON-DISCRIMINATION TESTING SOFTWARE
RTS: Non-discrimination testing for DB, DC and combined plans
        
ADP/ACP Sample Report
        
70% Ratio/Nondiscrimination Classification Sample Report
        
IRC 402(g) Limitation Sample Report
        
IRC 415 Maximum Account Addition Analysis Sample Report
        
Average Benefit Percentage Test Sample Report
        
Minimum Contribution Gateway Sample Report

MINIMUM DISTRIBUTIONS FOR QUALIFIED PLANS
MinDist: Minimum Distribution Illustration Sample Report


The sample reports 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 .