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.

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

“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.

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

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

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.