What is the CalcAir feature that makes the most difference for your business?
The valuation system itself is the backbone of my practice. CalcAir enables me to perform complex defined benefit and cash balance valuations with precision and efficiency. Without it, I couldn’t deliver the level of service my clients expect.
What is the one thing CalcAir has always done well?
Accuracy and reliability. From the beginning, I first confirmed the calculations are correct and over the years I know I can trust the calculations to be accurate, and that peace of mind has been invaluable over decades of client work.
What are the core features you use today?
I use CalcAir to run defined benefit/cash balance plan valuations, create government forms, and generate plan reports, including non-discrimination testing reports. The reports are not only technically complete but also well-designed, making it easy to review and present plan information.
What do you enjoy most about CalcAir?
I appreciate how intuitive the system is for such a technical product. The reports are attractive, easy to read, and contain all the key data points I need to analyze and explain results to clients.
Do you have any statistics which support your growth and success as a result of using CalcAir systems?
I’ve been using CalcAir since the 1990s, and during that time, I’ve successfully managed hundreds of plans each year. The consistency and efficiency of CalcAir have allowed me to grow my consulting practice without adding unnecessary administrative burden.
How would you summarize CalcAir in one sentence?
CalcAir is a powerful, dependable, and user-friendly system that makes the complex work of defined benefit and cash balance plan valuations manageable and professional.
Any further comments or feedback?
I’ve been a loyal user for decades because CalcAir has always kept pace with regulatory changes while maintaining the clarity and quality of its reports. It’s an indispensable tool for any pension professional.
