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Retirement Workbook - Basic 004-013

Basic is an Excel workbook dedicated to calculating employee matches and producing monthly contribution reports.

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File Size:9,387 KB System:Windows 95/98/ME/2000/XP
License:Free to try ($29.95) Limitations:15 days
Date Added:02-22-2006 Requirements: 

Retirement Workbook
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click for User Guide & FAQ

Software Description:
Basic is an Excel workbook dedicated to calculating employee matches and producing monthly contribution reports. The workbook is a collection of three types of worksheets:
  • The "Setup" worksheet provides:
    • A help file to provide detailed instructions
    • Areas to enter informative information to be presented on each of the reporting worksheets
    • An area to define how to determine the employer match
    • A feature to display from 10 to 50 employees on the reporting worksheets
    • A table to enter employee data to be displayed on each of the reporting pages
  • The "Monthly" worksheets display:
    • Each employee's name, social security number and account number. This is automatically copied from the Setup sheet
    • The employee salary and contribution which is entered each month into the worksheet
    • The employer match which is calculated from the employee salary and contribution and the rules established in the Setup worksheet
    • The total contribution
  • The "Summary" worksheet accumulates the data from each of the Monthly worksheets.

Key Features:
  • Is written as a Microsoft Excel Workbook
  • Will compute the Employer match to Employee contributions relative to salary on a month-by-month basis.
  • Will summarize the data on an annual basis.
  • Up to two levels of Employer match computation with both the percentage of match and the percentage of salary adjustable.
Editor's Review:
This Excel workbook computes and displays retirement plan contributions. It uses three types of worksheets: Setup-Enter monthly data and plan requirements; Monthly: Enter employee salary and contributions and display employee information and employer matches; Summary: Accumulation of salaries, contributions and matches.

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