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.
| Live Webinar | Recorded
Webinar | User Group Meeting
Cash Balance Seminar
by DATAIR and Guest Speakers
Levinrad & Kevin Donovan
Thursday & Friday, November 2-3, 2017
Naperville Conference Center
1120 E. Diehl Rd.
Naperville, IL 60563
Thursday & Friday, November 2-3, 2017.
The Ultimate Cash Balance Seminar will be Thursday afternoon
and all day Friday. Attend Thursday morning for the optional
Cash Balance Fundamentals.
We are pleased to announce the following
dates for system training in DATAIRís Westmont office. A brief
description of each class is listed below. For more detailed information
on each class, please see the registration form.
Can't make it to the
November or December sessions? Sign up for our small group classes that are
more customized. Call for further details on how you can attend.
General System Training
Hotel Information and Directions (PDF)
PE/Win: Introduction for DC
This one day session will cover the basic system selections and
options for Defined Contribution 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.
DC/Win: Advanced Topics
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/Win
Introduction class is required for this session.
Cash Balance for DC
This class will focus on the
concepts of a cash balance plan, how it works better than a
single profit sharing plan, providing larger contributions to
principles, discussion of the cash balance document, and using
the master plan for testing.
Import / Export (.dia)
This session will cover the
aspects of importing and exporting with PE/Win. 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.
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 Iím in Westmont?
Check out the following websites
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 Ĺ day will be billed at
$2,000 per day in Ĺ-day increments up to one additional day. Limited to
DATAIR is offering a series of free topical webinars. The webinars are generally one hour in length and are
presented live. These presentations are recorded
and are available to those who miss the live presentation, or wish to view it
** No live webinars are currently
scheduled. Check below for prerecorded ones **
Click on the title of the session to register - All times are
CENTRAL (Chicago) TIME ZONE
|The above webinars have no registration fees. As such, no toll-free
telephone number is offered for these webinars which are open to all active
DATAIR clients. Audio is available via phone or speakers and microphone
connected to the computer.
** No recorded webinars are currently available **