Software created by pension and accounting professionals for pension and accounting professionals. It has been helping CPAs and plan administrators save time and money since 1985.

· Import beginning balances from Excel, a broker file or other plan accounting system file.

 

· Facilitate, simplify, and validate data entry

 

· Calculate gains and losses on investments

 

· Maintain complete accounting records and individual investment accounts

 

· Calculate and report return on investments

 

· Produce all needed financial reports and Form 5500 information in proper format

The extensive program functions and features make it a breeze to accomplish the complete job of retirement plan accounting and reporting efficiently and effectively.  To see if it’s right for you order the free trial version.  It works just like the full version with some limits.

Long Time Users Endorse TRUST.ME

“As a long time user, I can’t imagine how we would be able to run complex, multiple account plans without it. 

 

“A new employee can become fully productive in just a few days.

 

“We heartily recommend it to anyone doing retirement plan accounting.

 

“Their user support is excellent.”

 

Jane Carley

Carley & McCaw, Inc.

Retirement Plan Administrators

“Our firm has been using this program for retirement plan accounting for many years.

 

“It is user friendly, error - free and produces well designed reports that we can send ‘as is’ to our clients.

 

“I highly recommend it.”

 

 

James R. Howe

Windes & McClaughry

Accountancy Corporation

Return

Requires NO accounting knowledge or experience!

Covered by one year unconditional money-back guarantee!

Scroll down for more user endorsements.

TRUST.ME Software Home Page

TRUST.ME is a comprehensive accounting and reporting system for retirement and pension plans. It is designed to:

TRUST.ME

Retirement Plan Accounting Software

Special Note for Current Users :

Version 12 is now available!!!  In addition to a bright new interface and some updated reports, it contains some major new functions.  Click here for a description of this important upgrade.