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Download Retirement Workbook - Basic 004-013-002
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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 |
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