Retirement Workbook - Basic 004-013

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.

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