Retirement Workbook - Basic
Computes employer matches from salary and contribution.
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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
Limitations
tags the employee report sheets are available
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Download Retirement Workbook - Basic
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