CalcAir Employee Benefit Systems

Your Complete Solution for Pension Management.

401K Plan

Proposal, Administration, Recordkeeping, and Compliance Testing for 401(k), Money Purchase, Profit Sharing, 403(b), 457 and ESOP plans

Cash Balance Administration

Proposal, Administration, Actuarial Valuations, and Compliance Testing for Cash Balance plans

Defined Pension Plan

Proposal, Administration, Actuarial Valuations, and Compliance Testing for Defined Benefit and 412(e) plans

Pension Reporter Forms

DOL EFAST 5500-series, IRS 5300-series, 1099-R, PBGC, and SAR Government Forms Reporting System for Retirement, Welfare, and Flex Plans

Qualified Plan Documents

IRS-Approved documents for 401(k), Profit Sharing, Money Purchase, Defined Benefit, 403(b) and Cash Balance plans. Including SPDs, Employee Communications, and Filing Forms

Client & Task Management

Client and Task Organization programs that are integrated with existing Plan and Client Databases. Ready to use with endless possibilities for system analysis

Cafeteria Plan Documents

Plan Documents, SPDs, and Employee Communication for Section 125 Flexible Benefit, Medical Reimbursement, and Dependent Care Plans

Flexible Benefit Administration

Proposal, Administration and Testing of Section 125 Flexible Benefit Plans

ASC 715 Reporting

Produces every report needed for ASC 715 compliance from Workshe

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, 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, Owner, Mary Ann Rocco - Actuarial Consulting

“

The CalcAir product quality and support is consistently outstanding and has exceeded my expectations for the last 20 years.       

Jenniver Takeuchi, President, TSP Associates, 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, Cornerstone Retirement

Have Questions?
Get In Touch

Have questions about CalcAir's Employee Benefit Systems or want a demo? Contact us today to see how we can simplify your benefits process and support your team with expert solutions.

Employee Benefit Solutions