Retirement Workbook - Basic

• 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.