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The Retirement Plan Document
System offers everything needed to produce
accurate, dependable and affordable documents at your fingertips!
View the RetireDocs slide show (1.3
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Take control, save money, and generate documents
at your fingertips with DATAIR’s PC-based Retirement Plan Documents System
(RDS).
RDS has IRS-Approved Volume Submitter Plans,
IRS-Approved Regional Prototypes (both standardized and non-standardized), plus
individually designed plan capabilities for...
- Money Purchase
- Profit Sharing
- 401(k)
- Target Benefit
- Defined Benefit
... and Individually Designed Documents for Cash
Balance plans
NEW!
Stop spending money on a per-document basis and
discover the convenience and flexibility of generating your own documents --
with no per-plan preparation cost**.
RDS software generates documents for:
- Plans Documents
- Trusts Documents
- Adoption Agreements
- 5300-series filing forms
- Summary Plan Descriptions
- Plan Design Checklists
- Loan Procedures
- Ancillary Documents such as Board actions,
Transmittal letters, QDRO procedures, etc.
- Employee Communications (Over a dozen forms
for various notices, applications, elections, designations, assignments,
releases, etc.)
- Administrative Summary and Administrative
Worksheet
- Capability to insert customized Plan, Adoption
Agreement, and SPD language
- Limited capability to create individually
designed plans (Age-weighted allocation language included)
- Other Features included:
- Interface programs built-in for
information transfer from other selected DATAIR systems.
- Your own cosmetic "look" when
printing all items; e.g., control of margins, selection of fonts, sizes
and styles. No word processor to buy.
- Print Preview allows you to view the
documents prior to printing
- "Word Processing Output" mode
allows output to be exported to RTF format for complete customization
- Select only the plans that meet your needs
or get all plan types: Defined Benefit, Target Benefit, Money Purchase,
Profit Sharing and 401(k).
- At your option, we will also help you
re-register our prototypes with IRS in your firm's name so that you are
the Document Sponsor***.
- There is no limit on the number of plan
documents generated for your plans.
- It provides automatic generation of
completed Adoption Agreements, SPDs, employee communications, cover
letters and 5307s.
- Volume Discounts and favorable financing
are available.
- Volume Submitter-Only, Prototype-Only, and
SPD-Only versions also available
DATAIR Document System/Windows Hardware
Requirements:
| Processor: |
Pentium® 166 or faster
required. Pentium® 400 or above recommended. |
| Memory |
64 MB required for Windows
98/ME. 128 MB recommended.
128 MB required for Windows NT/2000/XP.
256 MB recommended. |
| Disk Space |
100 MB free disk space
required exclusive of data. Note: Windows operating systems require a
minimum of 50 to 100 MB free disk space at all times. In other words,
you should have a minimum of 150 to 200 MB of free disk space prior to
installing DS/Win.
Database disk space requirements vary
depending on the number of plans and number and type of other DATAIR
Windows-based systems
installed.
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| Video |
800x600 (SVGA) resolution
required. 1024x768 (XGA) or above
resolution strongly recommended. |
| Printer |
Windows™ compatible printer
required |
| Pointing Device |
Windows™ compatible mouse,
trackball, touch pad, or other pointing
device required. |
| Operating System |
Windows™ 98
Windows™ ME
Windows™ NT4 Service Pack 6 or above
Windows™ 2000
Windows™ XP
Windows™ 2003 |
| Other Software |
Internet Explorer 5.5 or later
required (included on CD) |
| Network (optional) |
Server-based or Peer-to-Peer
networks compatible with Microsoft 32-bit Windows operating systems such
as Microsoft Windows Networking and Novell Netware.
Server-based networks preferred for storage of data files. |
** For prototypes registered under DATAIR's
name we assess an annual per-plan Sponsor Reporting fee to offset costs involved
in complying with the IRS's annual reporting requirements under Rev Proc
2000-20. If you re-register the documents in your name, there are no
annual per-plan fees since you will be responsible for the IRS annual reporting
requirements.
*** There is a one-time administrative fee for
re-registering prototype documents in your name. This is in addition to the
IRS-imposed fees.
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