Prepare Proposals, Test Compliance, and More

CalcAir’s DC/401(k) system helps you prepare proposals, compliance testing, participant statements and periodic plan administration for defined contribution plan types, including:

  • 401(k) 
  • Profit Sharing (including New Comparability) 
  • 403(b) 
  • ESOP 
  • Non-qualified

You can maintain an unlimited number of contribution sources, each defined with its own eligibility, participation, vesting, compensation and effective dates. Access to administration for prior years is available at the touch of a button.  

Built-in interface programs export and import employee and investment data with minimal user interaction. Links from popular daily valuation platforms provide maximum flexibility. 

Download the Calcair 401(k) System brochure.

Sample Reports: 

CalcAir also offers a Cash Balance Option that makes the hottest trend in plan design, 401(k)/Cash Balance Combo Plans, easy and affordable! 

Defined Contribution / 401(k)

What our Customers Say

“

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.