Relius Proposal

Our complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans. Kept up-to-date with the latest industry trends and legislative developments, it includes these easy-to-learn, easy-to-use features:

  • Flexible Plan Designs
  • Easy Data Entry
  • Legislative Determination and Monitoring
  • Powerful Solving Routines
  • Comprehensive Reports

Unique data input screens automatically display only the items needed for the type of plan selected - providing you clear, concise proposals. Plus, you can produce side-by-side comparisons to illustrate up to five distinct plan designs. Plan designs available include:

  • Profit Sharing (including Age-Weighted)
  • Money Purchase
  • 401(k)
  • SEP
  • SIMPLE
  • KEOGH
  • Safe Harbor
  • Cross-tested and New Comparability (Optional)
  • Defined Benefit (Optional)