Computes employer matches from salary and contribution. Two computational tiers are available. Data is presented through monthly report sheets and a summary sheet. Ten to fifty employees can be displayed in the report sheets. Repeated data is entered through the Setup sheet. The matches are computed using a percentage of the employee contribution capped at a percentage of the employee salary. Two tiers of matching computation are available. A "catch up" feature is also available. Any month after January allows the match to be computed on the accumulated salaries and contributions since the first of the year. A help file is available. Files can be saved using Excel's file system
This software is a shareware. You will be able to download and test Retirement Workbook during a certain period of time, then, if it does what you need, you will have to acquire the full version from Retirement Workbook publisher. The Retirement Workbook 004-013-003 free trial version contains an installer and an uninstaller, and has a size of 9387 Kilobytes.
For additional information and support request, please contact directly Retirement Workbook publisher.
Retirement Workbook Screenshot
