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

“Our experience with the both the MyCalc Air Document and Pension Reporter systems has been excellent. Both programs are easy to use, and the ability for our remote staff to access them has been invaluable. In addition, their support team is responsive and resolves issues promptly—far more efficiently than other providers we have worked with.”

Stacy Markel

Stacy Markel, QPA, ERPA E.R.I.S.A., Inc.

I’ve been using CalcAir (formerly Datair) since the 1990s, and it remains the backbone of my practice. The system makes complex defined benefit and cash balance valuations accurate, efficient, and easy to present with professional reports. CalcAir has consistently kept pace with regulatory changes while maintaining reliability and user-friendliness. I couldn’t run my business without it.

Mary Ann Rocco, EA, FSEA

Mary Ann Rocco, EA, FSEA, Owner, Mary Ann Rocco - Actuarial Consulting

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 (Retired)

Philip B. Hale (Retired), 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.