Your One-Stop Shop

The CalcAir Defined Benefit Pension Plan System is a one-stop shop for proposals, actuarial valuations, coverage and non-discrimination testing, plus periodic plan administration for defined benefit plans.

The system can handle complex benefit formulas, multiple decrements, retirement and payment options including multiple annuity payments, for all entities including Sole Proprietorships and Partnerships.  

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

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

Download the CalcAir Defined Benefits brochure.

Sample Reports: 

CalcAir also offers a Cash Balance option for the Pension Plan Administration system to assist you with these trending hybrid plans.

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

 

Defined Benefit Pension Plan

What our Customers Say

“

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.

“

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