• 05/15/2013 - PR 1.27d Update Posted
• 04/29/2013 - PE/PT Rates File Update Posted
• 03/21/2013 - PE/Win 1.08a Posted
• 01/22/2013 - PE/DOS 3.45 Update Re-Posted

Note: The above links take you to the section of the page where the item is located. Once there, you may need to scroll down to locate the specific item mentioned. 
 

• CA - FlexPlus Cafeteria Administration
• CD - Cafeteria Documents - See DS
• CM - Client & Task Manager
• DE - Data Entry & Review Module
• DS - DATAIR Document System
• DV - DATAIR Voice
• FA - FAS Reporting System - See PR
• PA - Plan Accountant
• PE - DB/DC Pension Administration System
• PR - Pension Reporter
• PT - Participant Termination Calculation System
• QP - Qualified Plan Distribution Calculation System
• RD - Retirement Plan Document System
• RW - Pension System Report Writer
• Tech Updates - For use under the direction of a DATAIR Technical Support Staff only

CM105bUpdate.exe    5.52 MB  Posted April 19, 2011

Release Notes for CM 1.05 Web Updates

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program. After installing this update, the version number in Help | About will show CM 1.05.38.  This is a cumulative update which contains any previously posted updates to CM 1.04 and CM 1.05. DO NOT INSTALL THIS UNLESS YOUR CURRENT CM VERSION BEGINS WITH "1.04" or "1.05".

Updates for Current Windows Version 1.07

PEWin108aUpdate.exe  65.8 MB  Posted March 21, 2013

Release Notes for PE/Win 1.08 Web Updates

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program. After installing this update, the version number in Help | About will show PE 1.08.1001.  This is a cumulative update which contains any previously posted updates to PE 1.08. DO NOT INSTALL THIS UNLESS YOUR CURRENT PE VERSION BEGINS WITH "1.08".

Updates for Current DOS version 3.40

PEDOS345Update.exe  3.47 MB  Re-Posted January 22, 2013

Release Notes for PE/DOS 3.40 Web Updates

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program.  After installation, the main screen will show version 3.44. Do not install this update unless you currently have PE 3.40 or later installed.  

NOTE: PE/DOS 3.45 is the final update for the DOS system. No further updates, even for limits, will be released. See the release noted for complete details.

RatesUpdate.exe  205 KB   Updated April 29, 2013 

This file is updated with new monthly rates for the DATAIR DB Pension System (Both DOS and Win)and PTCS system as they are published on our Rates page.

This is a self-contained setup program. Download this file to any location and double-click on it to run the setup program.  The version number of the system is not affected by this update. 

Miscellaneous Pension System Files

Guidelines for Dating Funding Election Forms.pdf Posted November 21, 2011

Assigning an Enrolled Actuary.pdf  Posted July 15, 2011

AverageAssets_20090916.xls  Posted September 21, 2009

2009 AFTAP Spreadsheet Revised 20090417.xls    Posted April 21, 2009

Discounting Contributions 2008 Spreadsheet Revised 20090930.xls  Posted September 30, 2009

Instructions for Contribution Spreadsheet

The contribution spreadsheet will calculate the PPA ’06 prescribed interest adjustments on contributions made to a defined benefit for plan years that begin in 2008. This spreadsheet will also determine the remaining contribution due to a plan at any given date. See the instructions for additional information. 

See PE - Pension System for Report Writer Updates

Certs.exe  Word Merge cert files for DB & DC Cert 1

Updates for Current Version 1.27

PR127dUpdate.exe   45.8 MB  Posted April 15, 2013

Release Notes for PR 1.27 Web Updates

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program.  After installing this update, the version number in Help | About will show PR 1.27.1742.  This is a cumulative update which contains any previously posted updates to PR 1.27. DO NOT INSTALL THIS UNLESS YOUR CURRENT PR VERSION BEGINS WITH "1.27".

AFN Map 21 Supplement 33.5KB Word Document Posted April 12, 2013

EFAST2 Attachment Types for 2009/2010   31.4 KB Posted September 16, 2010

A list of EFAST Attachment Types for required attachments and the forms/line numbers.

No updates are currently available

Updates for Current Version 1.22

No updates are currently available

Updates for Prior Version 1.21

DS121aHotfix20121120.exe  469 KB  Posted November 20, 2012

Corrects an issue with DS 1.21a and where systems would default to the Windows Default printer rather than the saved default printer for the system. This update will not alter the system version displayed in Help | About.

DS121aUpdate.exe    33.4 MB  Posted November 13, 2012

Release Notes for DS 1.21 Web Update

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program.  After installing this update, the version number in Help | About will show DS 1.21.0100.  This is a cumulative update which contains any previously posted updates to DS 1.21. DO NOT INSTALL THIS UNLESS YOUR CURRENT DS VERSION BEGINS WITH "1.21".

In-Plan Roth Conversion - Posted January 5, 2011
Notice to Practitioner Roth Conversion - Contains information for you on in-plan Roth conversions and on how to use the forms, as well as a notice and election forms for participants. Please note that the notice and election forms will require customization. We have highlighted some of the text to indicate where customization is required

402(f) Special Tax Notice contains two 402(f) notices, each 6 pages in length.

Scanned Signature Order Form.pdf    Posted November 3, 2006

Use this form to request a scanned signature for IRS Form 8905.

Required Amendments
Required Amendments DC.pdf      Updated May 15, 2012
Required Amendments DB.pdf      Updated May 15, 2012
Required Amendments CD.pdf      Updated July 27, 2012

These are summaries of required amendments and due dates for DATAIR documents since the GUST restatement for DC and DB plans, and reflecting changes through PPACA for CD plans. These lists will be updated periodically as needed.

DATAIRFont.EXE  127 KB  Posted December 18, 2001

This installation program will install the DATAIR font that is used for the checkboxes on adoption agreements, etc. on machines that do not have DS/Win installed.  Typical use would where an RTF version of a document is sent to a client, the client would need to install the DATAIR font to see the checkboxes properly.  This does not need to be run on any machine that has DS/Win installed.

Download and execute or open directly from the web site to begin the installation process.

Note: If your browser prompts you for a User Name and Password while downloading the below files, just press the <Esc> key or press [ Cancel ] and the download will proceed as normal.

MPP to PSP Merger Resolution.doc  Posted January 16, 2002 

Information on merging MPPP plans into PSP plans, including sample resolutions. Microsoft Word format.

QACA Notice.doc  Posted November 29, 2007

Updates for Current Version 1.10

CA110aUpdate.exe   10.4 MB   Posted March 12, 2010 

Release Notes for CA 1.10 Web Updates

This is a self-contained setup program.  Download this file to any location and double-click on it to run the setup program.  After installing this update, the version number in Help | About will show CA 1.10.5891.  This is a cumulative update which contains any previously posted updates to CA 1.10. DO NOT INSTALL THIS UNLESS YOUR CURRENT CA VERSION BEGINS WITH "1.10".

Miscellaneous CA Files

Use this form to request signature scans for the MICR/LaserCheck option for FlexPlus. File is in Adobe Acrobat format. Please use only originals printed from this PDF file.