Cash Balance Preparation Made Simple

The CalcAir Cash Balance Plan System simplifies the preparation of proposals, actuarial valuations, coverage and non-discrimination testing, and periodic plan administration for cash balance plans.

The system can accommodate all entities, including Sole Proprietorships and Partnerships, with features to manage: 

  • Complex pay credit allocation formulas 
  • Fixed and variable interest crediting rates 
  • Multiple decrements 
  • Retirement and payment options including multiple annuity payments 

Valuation of benefits for active, late retirees, terminated and retired participants, and beneficiaries can be completed in the system.  

 Compliance testing with employee details, participant statements and associated Pension Protection Act of 2006 (PPA) notices are also available. 

Download the CB System Highlights brochure.

Sample Reports: 

Couple the Cash Balance Plan System with our Defined Contribution / 401(k) Administration System and design, test and administer  Combo Plans easily! 

 

Cash Balance Plan Administration

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.

“

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.