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403(b) Contribution Planner®
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To succeed in today's market, you need to stand out from the crowd.
Providing your clients with superior service is one sure way to stay ahead.
Still River's 403(b) Contribution Planner®, for years the industry leader in compliance software,
now brings you even more tools for success.
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With the 403(b) Contribution Planner®, you can now provide superior compliance,
sales support AND customer service all from one system, with the technical thoroughness
and reliability that Still River is known for.
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Superior Compliance
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Handles salary reduction, employer-pay-all, and combination plans
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Calculates Section 457 Plan Contribution Limits
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Adjusts for part-time or partial year employment
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Free Batch Processing Utility handles calculations for hundreds, or even thousands, of plan participants
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Provides multiple levels of report detail, including a complete explanation of calculation results and reference to specific sections of IRS code
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Calculates 72(t) and Required Minimum Distributions
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Excellent Sales Support
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Recommends available alternative and catch up provisions
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Analyzes retirement needs
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Provides paycheck comparisons
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Retirement Plans Wizard allocates funds to 403(b), 457, IRA and Roth IRA accounts
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Projects accumulation of assets over time in 403(b), 457 and other retirement accounts
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Unsurpassed Customer Service
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New Roth 403(b) utility helps determine the right mix of pre-tax and after-tax contributions. The establishment of Roth 403(b) accounts beginning in January, 2006, is
authorized by the 2001 tax law, EGTRRA.
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Helps with retirement planning
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Evaluates offers to buy back years of service from state retirement plans
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Calculates state retirement plan benefits including joint and other
alternative retirement options for most plans
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Also try our new web-based and iPad calculators for the 403(b) plans
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Still River's 403(b) Contribution Planner®, now equipped with powerful retirement
planning tools and always updated to include the latest IRS rules and regulations,
is the system chosen by leaders in the 403(b) market for both compliance, marketing
and customer support.
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For additional information, download our 403(b) Contribution Planner® User's Guide.
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Download Demo
User's Guide
Sample Reports
Batch Utility
Pricing
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