Qualified Plan Documents Made Simple

CalcAir’s Retirement Plan Document system gives you everything you need to produce and maintain many choices of plan types and document formats. Technical support from CalcAir’s Document Team is included in your purchase.

Download the CalcAir Retirement Plan brochure.

Coming Soon:

Big changes coming to CalcAir Documents! A new look, smarter conversion, and document access from anywhere — all headed your way.

 

  • Seamless document conversion

Convert your plan documents into the new format quickly, with your data and formatting carried over cleanly.

  • A cleaner, more intuitive interface

Refreshed screens and simplified navigation make building and managing documents more straightforward

  • Access your documents from the web

Log in from any browser to reach your plan documents — no desktop connection required.

Qualified Plan Documents

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.

“

“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.

“

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’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