Qualified Plan Documents Made Simple

Calcair’s Retirement Plan Document system gives you everything you need to produce and maintain many choices of plan types and document formats. Technical support from CalcAir’s Document Team is included in your purchase.

Download the CalcAir Retirement Plan brochure.

Sample Features

Sample documents include:

Qualified Plan Documents

What our Customers Say

“

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.

“

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

“

In over 40 years of doing business with CalcAir, the Pension System supplemented by the Pension Reporter system was always top of the line. We could rely on the software to be current with the constantly changing regulations.

Philip B. Hale

Philip B. Hale, Cornerstone Retirement

“

I truly enjoy speaking to the support staff when we need clarification on language to choose in the plan document on a client-by-client basis.  The support staff is highly skilled and are the very best to work with.

Jenniver Takeuchi

Jenniver Takeuchi, President, TSP Associates, Inc.