The Custom Retirement Plan Editor may be accessed in the Setup/Custom Retirement Plans from the main menu.

Custom Retirement Plan allows for creating a retirement plan that may be selected in the Quick Gap and MAC calculators, as well as in the Employer File editor.

Menu Bar

Use the menu bar on the top to create, save, rename, and delete.

The input for the screen is discussed below:

General Input

Name

Select the name of the custom plan to work with. To create a new plan, or rename the selected plan, use the menu bar.

Plan is Visible

This determines if the plan shows up in the retirement plan list in the TRAK calculators and employer file.

DC Plan Type

Select the type of qualified plan. This will configure the default contribution limits for the plan.

The data entry for other aspects is configured on the following four tabs:

1.Contribution Limits

2.Employer Contributions

3.Roth Account

4.Account Configuration