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System Training & Seminars !


Whether it's system training you need, advanced continuing education seminars, or customized on-site training, DATAIR's Educational Services group is ready to meet your needs.

System Training | Webinars | User Group Meeting | Seminars


2018 System Training

We are pleased to announce the following dates for system training in DATAIR’s Westmont office. A brief description of each class is listed below. For more detailed information on each class, please see the registration form.
 

2018 Westmont Training Schedule

System

Nov

Fee

Day Time
PE Topics Day 1 5 $350 Monday 8:30-4:30 (CST)
PE Topics Day 2 6 $350 Tuesday 8:30-4:30 (CST)
PE Import/Export (.dia) 7 $300 Wednesday 8:30-1:30 (CST)

Discounts available for multiple attendees from the same firm. See the registration form for details.

General System Training Registration Form (PDF)
Hotel Information and Directions  (PDF)

PE Topics Day 1
This one day session will cover the system selections and options for plans. Setting up and navigating through the screens will be covered in detail. This session will introduce you to creating the plan, running the valuation, reports, and an overview into the magic of import and export.

  • System Navigation
  • Creating New Plans
  • Creating and using Default Plans
  • Sources and Eligibility
  • Investments
  • Accounts and Transactions
  • Import/Export - magic of including Census
  • Transactions, including shares
  • Receivable Elections options
  • Reports – options, setting up, and groups
  • Employees including Edit Grid
  • Death Benefits/Life Insurance
     

PE Topics Day 2

This one day session will cover coding advanced options with a detailed examination of the entire system. Emphasis will be on 401(k) plans. Working knowledge from using the system or the PE Topics – Day 1 class is required for this session.

  • New Comparability including maximizing formula
  • Database Utilities
  • Safe Harbor Plans
  • Cross Tested Allocations/Testing
  • ADP/ACP Tests
  • Imports for Investment Companies
  • Loan Processing
  • Updating including periodic valuations
  • Plan Comparison
  • Non-Discrimination Testing selections, options, and reports
  • Combined plan testing using Master Plan
  • Multi-Plan Operations


Cash Balance/401(k) Combined Plan Administration
This class will focus on the setup of the Cash Balance and 401(k) combined plans, issues with adding the second plan later to an existing plan, issues in the first year and second year, specific document provisions, and using the master plan for testing.

  • Cash Balance – Basics of cash balance plans
  • Setting up a cash balance plan
  • Coordinating provisions with a 401(k) plan
  • Proposal and Comparison Reports
  • Cash Balance Reports
  • Combo DB/DC testing using Master Plans
  • Pros and cons of cash balance
  • Cash balance document overview


Import / Export (.dia)
This ½ day session will cover the aspects of importing and exporting with PE. Learn how to use the powerful data handling tools available to Pension System subscribers. We strongly recommend that all DC and DB session attendees also attend this class.

  • Customizing sample templates
  • Creating new templates
  • Options
  • Search Feature
  • Conditional Processing (Rules)
  • Zipping files
  • Translation Tables
  • Transaction Filter

Who should attend?
Anyone that is just getting started with the systems, needs a refresher course or needs to find a few more efficient tips and tricks for using the systems.

Is there anything to do while I’m in Westmont?
Check out the following websites http://www.explorechicago.org/city/en.html or www.westmont.il.gov

Customized System Training
If you wish to have customized on-site system training, we will come to your office and conduct training tailored for your needs. Alternatively, we offer one-on-one training both at our Westmont, IL office and using GoToMeeting webinar interface. Our fee for these services is $2,000 per day, plus expenses. Travel time in excess of ½ day will be billed at $2,000 per day in ½-day increments up to one additional day. Limited to 12 attendees/session.

The following classes are some of the additional available sessions -

DB Advanced Topics
This is an intensive one-day course that covers all options in the system. Some previous defined benefit experience is required. Actuarial concepts and system coding for desired valuation results will be discussed. Working knowledge from using the system or the PE Introduction class is required for this session.

  • Cash Balance Plans
  • Combo DB/DC testing using Master Plans
  • Coding benefit formulas and accrual methods including class based formulas
  • Valuation and Testing assumptions
  • Funding methods and detailed system calculations
  • AFTAPs and discounting contributions
  • BOY vs. EOY coding & testing differences
  • Funding Election Forms
  • Funding Relief options
  • Deemed Burns
  • Updating to next plan year and how mini-updates are beneficial
  • Average compensation and service calculations
  • Minimum/maximum costs including setting up bases
  • Sole Proprietor and Partnership calculations
  • Transfer of Schedule SB to 5500s


Report Writer (RW)
This session for Report Writer (RW) will cover topics including how to modify current reports using the templates, using group field properties to get desired output, and creating basic programming script for conditional field properties. Field selection options along with advanced options will be discussed.

  • Using the Wizard and Modifying templates
  • Grouping Data (how this affects the report output)
  • Using field properties (including those used for summing or subtotaling data) 
  • Setting up strings and math formulas
  • Adding simple programming Script for:
  • Conditional field properties (show/hide a field based on the other field values)
  • Incorporating fields within written paragraphs
  • Addition of Sub-reports
  • Counting (plans, employees, balances)
     

User Group Meeting

The 2018 Annual DATAIR User Group Meeting will be held Saturday October 20, 2018 in conjunction with the ASPPA Annual Conference in National Harbor MD.  For more information and to register, and click here.


Webinars

Pension Reporter

2017 EFAST Form 5500-Series Update  Posted April 28, 2018  17 Minutes

In this webinar, you'll learn about form changes, filing changes, and Pension Reporter system changes for 2017 EFAST 5500-series Forms.


Seminars

Ultimate Cash Balance Seminar - November 15-16, 2018  Naperville IL - SOLD OUT!  Waitlist only!

Join us for this highly successful and power-packed two-day session on Cash Balance Plans that will leave you charged up and with the knowledge of an expert!  This 4th annual seminar will bring you up to date with current Cash Balance issues. Click here for more information and to register.