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.
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.
Contact Us