Quick, Secure Forms Preparation

For a complete list of the forms included in each module, see Pension Reporter Modules. License only the modules needed.

The 1099-R module includes e-filing options for electronically filing directly using the IRS FIRE system, or simply use the CalcAir 1099-R Service Bureau and let CalcAir do the work.

Site licenses allow for an unlimited number of users at each location. Discounts for additional sites, modules, and blocks of 200 plans.

Download the CalcAir Pension Reporter brochure.

Government Forms & Reports

CalcAir’s Pension Reporter System produces the government forms needed for qualified retirement, welfare, and fringe benefit plans. The system is available in four modules:

  • Annual Reporting (5500 series & PBGC)
  • Qualification & Termination (5300 series)
  • 1099-R series
  • ASC 715 compliance reporting

Pension Reporter Government Forms

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.