Quick, Secure Forms Preparation

For a complete list of the forms included in each module, see Pension Reporter Modules. License only the modules needed.

The 1099-R module includes e-filing options for electronically filing directly using the IRS FIRE system.

Site licenses allow for an unlimited number of users at each location. Discounts for additional sites, modules, and blocks of 200 plans.

Download the CalcAir Pension Reporter brochure.

Government Forms & Reports

CalcAir’s Pension Reporter System produces the government forms needed for qualified retirement, welfare, and fringe benefit plans. The system is available in four modules:

  • Annual Reporting (5500 series & PBGC)
  • Qualification & Termination (5300 series)
  • 1099-R series
  • ASC 715 compliance reporting

Pension Reporter Government Forms

What our Customers Say

“

CalcAir's support has always been responsive, and you can submit the actual plan for review if the problem could not be resolved with email or over the phone. 

Philip B. Hale

Philip B. Hale, Cornerstone Retirement

“

The CalcAir product quality and support is consistently outstanding and has exceeded my expectations for the last 20 years.       

Jenniver Takeuchi

Jenniver Takeuchi, President, TSP Associates, Inc.