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 | Live Webinar  | Recorded Webinar | 2011 user Group Meeting

System Training

Webinar Training

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 again.

Click on the title of the session to register - All times are CENTRAL (Chicago) TIME ZONE
 

Webinar Support | Minimum Requirements | Webinar Quickstart Guide

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.

Previously Recorded Webinars FREE Forms, Notices and Policies…inside DATAIR’s Retirement Document System Thursday June 23 at 2 pm CST This webinar will focus on using the RD System to generate documents that will help plan sponsors meet their disclosure requirements to their plan participants. Join us in a discussion of the compliance rules for general plan related disclosures of timing, consent and distribution options; and plan related fees and expense disclosures for general administrative and individual processing. FREE: DATAIR Documents: DB EGTRRA Prototype Document September 16th, 2010 2 pm CST This webinar will introduce the EGTRRA document for Defined Benefit Non-Standardized Non-Integrated Prototype. We will be providing an overview of the document, comparison of some of the provisions to the GUST document and some of the changes as well as suggested restatement steps. Join us for this free one-hour webinar to learn what you need to know about the DB EGTRRA Prototypes. Download Handouts Additional Information: DB Short Form Summary    DB GUST to EGTRRA Comparison   Suggested steps for DB Restatement   FREE: DATAIR Preparing and Filing DB Plans using E-Signature Tuesday September 7, 2010 11:30 am CST This webinar will focus on the Schedule SB/MB, the required attachments and processing the Form 5500/5500-SF. We will go over getting the .xml file from the actuary into Pension Reporter, and creating the filing. This webinar will not addressing the actual email setup screens or the signer credentials/ids. Join us for this webinar to learn about preparing and filing DB plans using E-Signature. Download Handouts   FREE: EFAST2 Electronic Filing with Pr 1.25e Recorded June 15, 2010  This webinar will help you understand how Pension Reporter will handle EFAST2 filings and what you and your clients will need to be successful in EFAST2.   Topics that will be covered in this free 75 minute webinar include: Configuring PR for EFAST2 Credentials Recommendations Customizing My5500 Overview of Transmission Types Filing step-by-step Batch Processing Download Slides FREE: DB/Win Cash Balance Plans transferred from PE/DOS Recorded May 13, 2010 DATAIR is hosting a set of webinars for Cash Balance Plans. This first webinar will focus on existing Cash Balance Plans in the PE/DOS system. We will be discussing the transfer process, the screens that need to be reviewed and the cash balance reports. Join us for this webinar to learn about transferring cash balance plans running them in DB/Win. Download Handouts FREE: DB/Win Converting plans from DOS for 2009 Recorded Thursday April 29, 2010  This webinar will focus on the items that you need to verify and any changes that you need to make once the 2009 plan has been transferred from DOS into DB/Win. Join us for this webinar to learn about the changes needed after transferring a plan from DOS. Download Handouts The webinars listed below are no longer available. The links for the handouts are still active and can be downloaded. The DC/Win webinars are available on cd. Please contact DATAIR for a copy. FREE: DB/Win Plans Everyday Processing Recorded February 23, 2010 This webinar will focus on everyday processing using the DB/Win system. We will start with a transfer from the DB/DOS plan and work the plan forward through the administration process. This webinar will include information on issues that may occur from the transfer and tips on how to best process in DB/Win. Join us for this webinar to learn some of the features and processing options for your valuations. Download Slides FREE! The 401(a)4 Test Passed but now it Fails?? Recorded February 18th, 2010 The 401(a)4 test passed when I ran it months ago. Now it is failing. What happened? The system didn't change, the census didn't change, the contribution didn't change.... Did you ever have a situation where you run a contribution allocation for a client and it passes testing and later, after no changes, it now fails? This webinar will help you understand what to watch out for, what to avoid and if it wasn’t avoided, what to do to correct the failure. Join us for this free one-hour webinar to learn what you need to know. Download Slides FREE: Compensation Fundamentals   Recorded February 4, 2010 If you are new to the qualified plan world, or just unsure of the answers to these questions, please register for this webinar!   Could there be “pay” that is not considered plan Compensation? What is a 414(s) Safe Harbor definition of Compensation? How do the various definitions of Compensation differ from each other? How can I be sure that the plan is using the right Compensation for all purposes?   Hear the answers to these and many more Compensation-related questions during this “Compensation Fundamentals” webinar. | Download Slides FREE: Pension Reporter 2008 1099-R Preparation Recorded December 30, 2008 This webinar will cover the basics of 1099-R preparation, explain the most commonly used distribution codes, discuss methods of accumulating all the data you need, and entering that data into PR in the most efficient manner. Download Handouts FREE: Pension Reporter 1099-R Printing, Electronic Filing and Service Bureau Recorded January 6, 2009 This webinar will discuss 1099-R printing, electronic filing, and the DATAIR 1099 Service Bureau Download Handouts   PE/Win: Day to Day Valuation Processing for DB Plans Recorded December 22, 2009 This webinar will feature processing a plan during the normal everyday routine. We will discuss what data should be coded, what reports to be printed and items to be aware of when processing the valuation. Also included will be tips on how the valuation affects items such as the Schedule SB.   Join us for this webinar and discuss valuation processing from A to Z. Download Handouts PE/Win: Reports for DB Plans Recorded December 17, 2009 This webinar will focus on the Defined Benefit reports. Find out which reports will help you with administration and how to print those reports. We will also cover grouping sets of reports, setting up defaults and the different output options including pdf and rtf formats.   Join us for this webinar to learn the different features and options available in reports. Download Handouts PE/Win: Coding the System for DB Plans Recorded December 15, 2009 Need help with the defined benefit screens. How different fields get coded? How they interact in the system? This webinar will go over the defined benefit screens, discussing coding the fields and how those fields work best. Contribution screens, yield curve, and lump sum funding will also be discussed.   Join us for this webinar for discussion on the DB fields and coding data into the system. Download Handouts DB/Win: Transfer from DB/DOS Recorded December 3, 2009 Attend this webinar to see transferring plans into PE/Win in action. We will be demonstrating how to transfer a single plan, how to transfer when you already have another DC plan from the same company in the system, and how to transfer your DB plan when you have already completed the 2008 and 2009 years.   Join us for this webinar and learn about the ease of transferring your DB plans into PE/Win. Download Handouts   DB Plans in PE/Win: What are these new screens and fields? Recorded December 10, 2009 Already familiar with PE/Win? Know your way around the screens and calculations? Join us in this webinar for an introduction of the Defined Benefit screens. We will be discussing only the new screens, where the data is and how it gets processed. This will be a brief overview of the DB items in the PE/Win system. It is intended for those clients that are already familiar with the system.   Join us for this webinar to discuss the DB screens and fields. Download Handouts   PE/Win Navigation for DB Plans Recorded December 10, 2009 This webinar will be an introduction to the system. We will show how to navigate through the system, enter data, calculate plans, how to create plans, use default templates, and search employees. Lots of information will be covered in this brief system overview.   Join us for this webinar to learn all of the exciting things that the system can do. Download Handouts FREE: Annual Notices for 401(k) and 403(b) Plans Recorded November 20, 2009 This webinar will discuss the Annual Safe Harbor Notices for 401(k) Plans. We will go over Safe Harbor Plans and plans that have  Automatic Enrollments, EACAs and QACAs. The Multi-Plan Operations and changes to the process will show how you can optimize producing the Annual Notices for all your plans. This session will also discuss 403(b) requirements for Annual Notices. Join us for this free one-hour webinar to learn what you need to know. Download Handouts FREE: Preparing for EFAST2 Recorded November 19, 2009 This webinar will help you understand how Pension Reporter will handle EFAST2 filings and what you and your clients will need to be successful in EFAST2.   Topics that will be covered in this webinar include: - Different types of EFAST2 signer credentials; - When and how to obtain EFAST credentials; - How forms are completed in Pension Reporter and attachments accumulated; - Providing the "filing" to your clients;   - The secure website for your clients to review and sign 2009 5500s; - Transmitting the filings to EFAST2; and - Filing Status tracking. Because EFAST2 moves the administrative emphasis to different administrative areas you will also learn about some of the streamlining changes you can make in your in-house processing and client communication. Join us for this free 75-minute webinar to learn what you need to know. Download Handouts | Q&A DATAIR Document Open Q and A Session Recorded June 30, 2009 The Document Support team wants to answer your questions in an open Q & A format. This webinar will cover frequently asked questions as well as questions asked directly from the clients.                                                                            Download Handout           Report Writer for Windows Recorded June 25, 2009 This webinar will cover the basics for Report Writer. We will review the DATAIR reports that are available for modification, introduction to Report Writer system, the editing functions, making minor modifications and applying ("publishing") the reports for all users to access.                                                                                                                                       Download Handout 2009 Interim and Termination Amendments DB & DC Recorded June 18, 2009  This webinar will break down the sections of the amendments and discuss the optional versus mandatory provisions. Coordinating the amendments with previous amendments and operation of the plan. The effective dates for each section will also be reviewed.   Download Slides | Download additional Handout | Q & A from Live Session DATAIR DC/Win Tips for Successful Imports Recorded Tuesday June 9, 2009 Come learn about the different import features in DC Win. This webinar will provide an overview of the system’s four import features, ranging from simple and basic to complex imports. We will look at Anniversary Notification, Investment Interfaces, DIAs and Native Format. Which feature is right for you and when should you use it? We will identify tips about using the investment interfaces, special features like selecting specific transactions, what to look out for when getting your file from an investment company. Do you want to import custom data files? We’ll also cover basic features in the Data Import Assistant that can help you design a DIA file to import your data. This webinar will be helpful for all levels of importers. Download Handouts FREE: Mid Year Rate changes, election changes and terminations in FlexPlus Recorded Thursday May 28, 2009 Making mid-year election changes doesn’t have to be frustrating or confusing. Let us show you how to make these changes on group insurance benefit rates, individual/override insurance benefit rates, and reimbursement-type benefit election changes. You’ll also learn how to make other common election changes: stopping a participant’s enrollment upon termination; restarting an enrollment upon rehire; stopping a benefit due to unpaid FMLA, etc. Download Handouts FREE: DB system enhancements for Schedule SB, Discounting of contributions, updating for 09 valuations Recorded April 16, 2009 Still have questions about discounting, burning and prefunding with contributions? This webinar will provide a review of updated "contributions discounting" worksheet to include quarterly contributions.  Calculating Rate of Return for PPA06 and application of the rate for updating and 09 AFTAP.  Additional adjustments to COB and PFB after updating for 09 plan year.  Review of "Funding elections". Join us for this free one-hour webinar to learn what you need to know. Download Handouts | See Software Updates for AFTAP and Contribution Spreadsheets FREE: Pension Reporter 2008 Form 5500 Review Recorded April 9, 2009 Getting ready to prepare this year’s 5500s? Want to know what forms have changed, which items on the Schedules that you should be aware of? This webinar will go over the changes for 2008 and provide helpful tips on preparing the forms. It will also provide a summary of the information that is updated in each Schedule. Download Handouts FREE: DC/Win Otherwise Excludable Employees Recorded April 2, 2009  This webinar will cover what Otherwise Excludable Employees are, who gets to be one and how do they affect your testing. Selecting Otherwise Excludable in the  printing options will also be covered. Download Handouts FREE: Pension Reporter Carry Forward, Transfer and Administration Update Recorded March 31, 2009 It’s time to prepare this year’s 5500s. How do you get the numbers from there to here? This webinar will cover using different functions to get the information into the current year 5500 forms. It will also provide a summary of the information that is updated in each form. Download Handouts FREE: DC/Win 410(b) Testing Recorded March 26, 2009 This webinar will cover the mechanics of the 410(b) test. When is someone excluded versus not benefitting? How does the Safe Harbor Contribution get tested? What is the midway percentage and why is it important? This webinar will look at the bits and pieces that create the 410(b) test. Download Handouts Free: Sole Proprietor and Partnership Calculations for Defined Contribution Plans Recorded March 19, 2009 This webinar will cover the calculations and the reductions used for contributions in plans covering sole props and partners. It will look at what you need to do to code DC/Win for these entities. Download Handouts  Note: the screen is blank for the first 2:15 of this webinar, but the audio is present. FREE:! AFTAP - What Happens After April 1st? Recorded March 17, 2009 What happens to my plan after April 1st? Discover in this webinar what you need know before and after April 1st. Download Handouts Free: DC/Win 401(a)4 General Test including Gateway & Safe Harbor Contributions Recorded March 12, 2009 This webinar will explore the mechanics of the 401(a)4 general test. Including discussion on contribution requirements and Safe harbor contributions. Focusing on the assumptions and numbers that go into calculating EBARs.  The Average Benefits Percentage Test of the 410(b) test will be referenced but not discussed.   Download Handouts

FREE: DC/Win New Comparability Coding and Reading the 401(a)4 Test Recorded March 5, 2009 This webinar will cover coding new comparability plans in DC/Win with emphasis on the most common design. Focusing on the pieces that make up the 401(a)4 general test. Reviewing testing options, how participant demographics affect the test and potential pitfalls. The Average Benefits Percentage Test of the 410(b) test will be referenced but not discussed.  The actual calculations of the tests will not be addressed. Download Handouts FREE: Defined Benefit Valuations Recorded February 17, 2009  It's now 2009, how do you handle the valuations for 2008 and 2009? Join us for this free one-hour webinar to learn what you need to know. FREE: ADt – Does your plan pass? Recorded February 5, 2009 This webinar will cover the mechanics of the ADP test including g catch-up contributions before and after a failed test. The actual calculations of the tests will not be addressed. Download handouts FREE: Informational Discussion on Determination Letter Filing Recorded January 29, 2009 This webinar will discuss the determination letter filing process. What forms do you need and when you need to file. It will not focus on the completion of the forms. Download Handouts    FREE: Remedial Amendments for DC & DB Plans Recorded January 22, 2009 Need an update on the status of the remedial amendments in light of the EGTRRA restatement for both Defined Contribution and Defined Benefit plans? Join us for this free one-hour webinar to learn what you need to know. Download Handouts FREE: Cycle C Cash Balance Plan Documents Recorded January 15, 2009 This webinar will discuss what's new and different for Cycle C in the DATAIR Cash Balance Plan Document Download Handouts

FREE: How to perform PPA06 valuations, complete the 2008 Schedule SB including discounting of contributions worksheet Recorded December 16, 2008 In this FREE 2 hour webinar we'll review of screen coding for PPA valuations; Examination of Valuation Results and what you should be looking for; How to complete the 2008 5500 Sch SB; and Discounting of contributions. Download Slides FREE: DATAIR 403(b) Documents - Plan Overview, Selecting the Right Plan Type Recorded December 11, 2008 403(b) Documents are required by January 1, 2009. Are your plans ready? Do you know what type of document your client needs? Attend this overview to learn about the available DATAIR documents and how they apply to different plans. Join us for this free one-hour webinar to learn what you need to know. Download Slides FREE! DATAIR EGTRRA Vol Sub AA Documents Recorded Tuesday August 12, 2008 This webinar will review the EGTRRA Volume Submitter Adoption Agreement Format Document. Differences between the Long-form prototype and the AA format volume submitter will be covered, as well as differences between the prototype and volume submitter programs. Emphasis will be on the 401(k) document. If you did not attend the webinars that covered prototypes, recorded versions are available below. Download Slides | Additional Handouts | VS-AA 401(k) Adoption Agreement FREE! DB PPA Valuations  (Sorry, no recording is available for this webinar) Tuesday August 5, 2008 Overview of how to run a PPA valuation for 2008 plan years and revisiting AFTAP.  PBGC update. Download Slides (revised)  FREE! DATAIR EGTRRA Prototype Documents Recording of webinar presented May 22, 2008 The EGTRRA prototype documents will be overviewed and the restatement process discussed. The emphasis will be on the Non-Standardized 401(k) Adoption Agreement. The new short-form format will also be introduced and reviewed. Long-form 401(k) AA (52 pages) |  Short-form 401(k) AA (11 pages) | Additional Handouts (13 pages) Q&A From Live Session FREE: DATAIR EGTRRA Documents Overview Recording of webinar presented May 20, 2008 This webinar is the first in a series about the EGTRRA documents and the restatement process. During this webinar, the EGTRRA documents will be discussed including information regarding restating, registering documents and timelines for completing the restatements. Download Slides | Q&A From Live Session FREE! Procedure for AFTAP Certification Recording of webinar presented February 29, 2008 Basic AFTAP rules and timing; where to find the necessary data for AFTAP on DATAIR's Defined Benefit system (Pre PPA-06 and PPA -06); the basic AFTAP calculations; how to generate the AFTAP certification letter, restrictions, whether or not to do an AFTAP and PPA elections. Download Slides & Other Handouts  (zip file contains slides, reports, and spreadsheets) FREE! DATAIR Documents 2007 Interim and Discretionary Amendments Follow-up Recording of webinar presented live November 30,2007 Discussion on the required 2007 amendments as published by the IRS. Including provisions that apply to DATAIR documents. This webinar is a follow-up based on the volume of questions from the original webinar on November 13th. Download Slides | Q&A from Live Session FREE!  DATAIR DC/Win - Default Plans Recording of webinar presented live November 29, 2007 Creating and using default plans in DC/Win Download Slides | Q&A from Live Sessions FREE! DATAIR DC/Win - Compensation Definitions and Plan Entry Compensation Recording of webinar presented Thursday November 15, 2007 Using different definitions of compensation for allocations and testing, coding plan entry compensation for annual plans Download Slides | Q&A from Live Session FREE! DATAIR Documents - 2007 Interim and Discretionary Amendments Recording of webinar presented November 13, 2007 Covers the required amendments for 2007 as published by the IRS. We will cover the provisions that apply to DATAIR plans. (Note: The audio quality of this recording is less than optimal due to technical difficulties). Download Slides | Q&A from Live Session FREE! DATAIR DC/Win - Fiscal Year 401(k) Testing and Catch-up Contributions Recording of webinar presented November 1, 2007 How to code non-calendar year plans, including those with catch-up contributions. Download Slides FREE! DATAIR DC/Win Database Utilities Recording of webinar presented Thursday October 18, 2007 Learn what how the database utilities can help you. Database backup and restore, Which investments are being used, Which plans have permitted disparity formulas. Download Slides FREE! DATAIR DC/Win Transactions - Definitions and Methods Recording of webinar presented Thursday September 27, 2007 Gain/Loss, Expenses & Adjustments, Transfers in DC/Win Download Slides |Q&A from Live Session FREE! DATAIR DB PPA06 System Enhancements Recording of webinar presented Tuesday September 25, 2007 We have updated the Defined Benefit system capabilities with what is currently understood provisions of PPA06. This is the beginning of a series of webinars and it will cover the changes to the screens and reports to enable you to perform preliminary valuation for 2008 plan years. The webinar will also cover open areas of PPA06 provisions that hopefully will be clarified by future regulations. This is not a PPA06 seminar although we will cover the Funding Target Attainment Percentage rules as they will be applied for the 2008 valuations. An expanded version will also be covered at our user meeting at ASPPA's annual conference in October. Download Slides FREE! DC/Win Investments - Creating , Changing and Merging Recording of webinar presented Thursday September 13, 2007 Creating, changing and merging investments in DC/Win Download Slides FREE! Transferring Plans from DC/DOS to DC/Win Recording of webinar presented Thursday August 30, 2007 Sorry.... Due to technical difficulties, we were unable to record this webinar Preparing a plan for transfer and fine tuning after the transfer Download Slides (3 per page) | Download Slides (2 per page) | Q&A from Live Session FREE! DATAIR DC/Win Employees Recording of webinar presented Thursday August 16, 2007 Basic employee data entry, event dates, compensation, and service & hours in DC/Win Download Slides | Q&A from Live Session FREE! DATAIR DC/Win Data Import Assistant - Basic Census Recording of webinar presented August 2, 2007 Using the DC/Win Data Import Assistant to import Payroll and Census data Download Slides | Q&A from Live Session FREE!  DATAIR DC/Win Export Webinar Recording of webinar presented July 19, 2007 Exporting from the Employee Edit Grid, Exporting Reports and exporting to PE/DOS for screen 32 and 38 in DC/Win. Download Slides FREE!  DATAIR DC/Win Reports Webinar Recording of webinar presented June 28, 2007 Using Default Selections, Report Setup, Filters, and Grouping in DC/Win. Download Slides | Q&A From Live Session FREE!  PBGC Electronic Filing with Pension Reporter Recording of webinar presented June 21, 2007 We'll explain the process of creating a PBGC-compatible file in Pension Reporter, registering as a user on the PBGC's MyPAA web site, choosing a filing method, and submitting a filing to the PBGC. Download Slides