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A
fast and easy way to prepare 5500s, 5300s, Schedules, SARs 1099-Rs & more
2007 5500-Forms Availble Now!
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PR/Win Pricing to other Government Forms Systems
Special
offer for users of other government forms products
Ask about our new "Upgrade to DATAIR" data conversion utility for competitive
forms systems
DATAIR's Pension Reporter
for Windows™ System
(PR/Win) generates the government forms needed for qualified
retirement, welfare, and fringe benefit plans.
PR/Win is available in three
modules: Annual Reporting
(5500 series); Qualification &
Termination (5300 series); and 1099
series Package —
License only the modules you need, or take advantage of our multi-package
discounts. The system is offered on a multi-user, site license basis with no
per-user fees. License and monthly support fees are based on 200 plan blocks.
Friendly User Interface
- Data entry screens mirror the actual forms
- PBGC & IRS Form Instructions available at
the the touch of a key
- Information shared in common among forms and
schedules to eliminate redundant entry
Over 450 data items are transferred & updated
automatically from year to year to make data entry a snap!
Automatic data entry validation helps to
prevent errors, but can be turned off at will. All math is done for you, and
the system tells you if you are out of balance.
Built-in interface shares information with
DATAIR’s Pension (DC & DB) System to avoid unnecessary data entry.
945 and 945A monthly & daily liability
detail automatically completed from 1099-R form data.
1096 & 4804 automatically completed from
1099-R forms.
Form Copy feature makes Schedule D completion for plans
with the same investment choices a breeze.
Annual Reporting Package
|
IRS/DOL
Forms |
IRS/DOL
Forms (cont.) |
PBGC
Forms |
| 5500 |
5500 Sch I |
Form 1 |
| 5500-EZ |
5500 Sch P (pre-2006 years only) |
Form 1 Sch A |
| 5500 Sch A |
5500 Sch R |
Form 1 ES |
| 5500 Sch B |
5500 Sch SSA |
Form 1 EZ |
| 5500 Sch C |
5500 Sch T (pre-2006 years only) |
Form 10 |
| 5500 Sch D |
5500 Sch T, Line 4e Attachment |
Form 10 Advance |
| 5500 Sch E |
5500 Electronic Filing |
PBGC Notice of Underfunded
Plan |
| 5500 Sch F (pre-2002 years
only) |
5330 |
PBGC MyPAA Electronic Filing |
| 5500 Sch G |
5558 |
|
|
5500 Sch H |
Summary Annual Report |
|
|
5500 Sch H 4i/4j Attachments |
990-T |
EFAST-1 Form |
Qualification & Termination
Package
|
IRS
Forms |
IRS Forms |
PBGC
Forms |
PBGC Forms |
PBGC Forms |
| 5300 |
5310 |
Form 500 |
Form 600 |
Form MP |
| 5300 Sch Q |
5310A |
Form 500 Sch EA-S |
Form 600 Sch REP-D |
Form MP-A |
| 5307 |
6088 |
Form 500 Sch REP-S |
Form 601 |
Form MP-B |
| 5308 |
6406 |
Form 501 |
Form 601 Sch EA-D |
Form MP-PV |
|
5309 |
8717 |
|
Form 602 |
|
|
8905 |
|
|
|
|
1099 Series Package
|
IRS Forms |
IRS Forms (cont.) |
| 1099-R Copy A IRS Copy (requires preprinted IRS "red form") |
1096 (requires IRS 'red form') |
| 1099-R Copy 1,2,B,C Payee Copy (all on a single page) |
4419 |
| 1099-R Copy D - Payer Copy |
4804 |
| 1099-R Copy 1 - State Copy (4 payees/page) |
4802 (pre-2001 years only) |
| 1099-R Electronic Filing |
945 |
| 1099-R Paper Filing Summary Report |
945-A |
| 1099-R Electronic Filing Summary Report |
945-V |
| 1099-R Payee Instructions |
6847 |
Common To All 3 Packages
| IRS Forms |
IRS Forms (cont.) |
Misc. |
| 2848 |
8821 |
Plan Listing (coming soon) |
| SS-4 |
8822 |
|
PR System Features:
- System includes a minimum of the latest 3 years of forms
- Extensive field validation and instant error notification.
- DATAIR Exclusive!
"Non-invasive" edit checks lets you know about data entry errors
as you type, but without stopping you from continuing.
All form modules in a single Windows application, no need to launch a different application for different types of forms.
PR/Win uses Microsoft’s database technology for its unified database which shares data with all DATAIR Windows-based systems.
ASCII Batch Import Capabilities Included free.
1099-R Electronic/Magnetic Filing Wizard makes 1099-R processing quick and easy
1099-R Carry-Forward lets you selectively copy your previous year 1099-R's by distribution code.
Unlimited workstations
Convert data from selected competitive forms systems makes upgrading to DATAIR a snap.
Electronic Filing for EFAST 5500 forms
1099 Service Bureau available. Let DATAIR
print, mail, and electronically file your 1099's!
Certified & Acceptance-Tested Forms:
- EFAST Certified 5500-Series Machine Print Forms for 1999 & later years
- EFAST Certified 5500 Electronic Filing for 2003 & later years
- PBGC Accepted Form 1 Series Forms
- PBGC Certified Electronic Filing for 2005
and later years
- All forms meet applicable IRS/DOL/PBGC requirements for substitute forms
Support
- DATAIR's experienced employee benefits
support staff is ready to answer your forms-related questions as a part of our
basic support. Some vendors ask you to pay an extra $600 per year, or
don't offer answers to your form-completion questions at all.
- Comprehensive Frequently Asked Questions section of the web site answers your most-asked questions.
- Software updates between full releases available via web download.
Minimum Recommended Hardware:
- 2 GHz Processor
- 512 MB RAM
- 300 MB Free Disk Space
- CD-ROM drive
- Internet Connectivity for PBGC & 1099
Electronic Filing, and system licensing.
- 56K Modem for 5500 Electronic Filing
- 1024 x 768 (XGA) Resolution Video
- Most Windows-supported printers with 300 to 1200 dots per inch resolution (laser quality)
- Mouse, or other Windows-supported pointing device.
Operating Systems:
- Windows Windows 2000, Windows XP, Windows 2003,
Windows Vista
- Internet Explorer 5.5 or later
- Compatible with all popular Windows-supported networks.
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of Microsoft Corporation
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