We are pleased to announce the following
dates for system training at our new training location at Northern
Illinois University's Naperville Illinois Campus. A brief
description of each class is listed below. For more detailed information
on each class, please see the registration form.
*Attend more than one
session and save by bundling - the more you attend the more you save!
See the registration forms.
Select the November or December registration form to sign up for the
your preferred classes.
General System Training
Registration Form - November 2019
General System Training
Registration Form - December 2019
Hotel Information and Directions (PDF)
NEW! Duck Duck Documents Workshop
This new Documents Workshop is designed to help you work more
effectively with the DATAIR document system. Let us help you find ways
to make working with documents easy & more organized for wrapping up the
required restatements for PPA Defined Benefits, 403(b)s, as well as the
upcoming (in late 2020) Post-PPA Defined Contribution restatements. Now
is good time to review your procedures and make sure you are making full
use of the system features, and to learn about some of the new tools
that we are adding to make the whole restatement process less stressful.
This class is designed for anyone that wants to learn to
efficiently use the document system with focus on:
- Getting your Ducks in a row and ready for
- Default Plans, using and applying defaults to new
& existing plans
- Mapping from EGTRAA to PPA and Beyond
- Multi-Plan Operations features and functions
- Upcoming Features
- Forms Processing including printing options
- Q & A Session – There will be time for your Q &
A, bring questions.*
Attendees should have a basic knowledge level of
documents and should be familiar with the basics of using the system.
(*No legal advice will be provided)
Pension System Introduction
This one day session will cover a detailed
review of the system selections and options with a focus on 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.
Creating New Plans
Creating and using Default Plans
Sources and Eligibility
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
This session starts where the Pension
System Introduction left off and is highly recommended to be
taken along with it. 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 Pension System Introduction class is
required for this session.
New Comparability including maximizing formula
Safe Harbor Plans
Cross Tested Allocations/Testing
Imports for Investment Companies
Updating including periodic valuations
Non-Discrimination Testing selections, options, and
Combined plan testing using Master Plan
This new Cash Balance class is
designed for coordinating provisions between the Valuation in
the PE system and the PPA Cash Balance Document. It will show
specifics of both the administration and plan document systems
with regards to a Cash Balance plan. There will be a brief
discussion on the basics of Cash Balance plans and where the
provisions can be found in each system. The main focus will be
on the document and not on the calculation of the benefits or
This class is designed for the Defined
Benefit administrator and will focus on:
The Basics of a Cash Balance Plan
The provisions specific to a Cash
How to coordinate those provisions
between the administration and plan document systems
What provisions you need to pay
attention to when pairing a Cash Balance and 401(k) plan
Attendees should have a basic
understanding of defined benefit plans and a working knowledge
of the plan document system will be needed to attend this class.
Import / Export (.dia)
Customizing sample templates
Creating new templates
Conditional Processing (Rules)
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 Pension
System training 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 I’m visiting?
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 and small group training at our
Westmont, IL office. We also can offer webinar training to your office.
Please contact us for more information regarding how customized training
can fit your company needs and the associated costs.
The following classes are some of the additional
available sessions -
403(b) Documents to Administration
A one-day course that covers completing your
403(b) document for PPA restatement. Once your document is restated, are
all of your items entered properly in the pension system. Which reports
and tests should you be looking at in the system. Working knowledge from
using the system or the Pension System Introduction class is required
for this session.
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.
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.
User Group Meeting
The 2020 Annual DATAIR User
Group Meeting will be held Saturday October 24, 2020
in conjunction with the ASPPA Annual Conference in Chicago, IL.
Stay tuned for additional information and registration information.
Watch for future date announcements
Ultimate Cash Balance Seminar - November 4-5, 2019 Naperville
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 5th annual seminar will bring you up
to date with current Cash Balance issues.
Click Here for additional
information and registration form.