CalcAir Employee Benefits 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

“

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.

“

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, President, TSP Associates, 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

“

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

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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.