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.

Classroom (Westmont)  | Live Webinar  | Recorded Webinar

Westmont Classroom Training

Westmont Training Schedule - 2008
Westmont Training Registration Form
Westmont Area Hotels & Transportation
Westmont Weather Forecast
Village of Westmont Home Page
MapQuest location of DATAIR

Webinar Training

DATAIR is offering a series of free topical webinars through the end of 2007.  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
 

None Currently Scheduled

Webinar Support | Minimum Requirements

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.

Previously Recorded Webinars

FREE!  PBGC Electronic Filing with PR/Win 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

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!  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 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 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! 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! 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! 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! 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 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 - 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 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 - 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 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 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!  Pension Reporter 1099-R Preparation Recording of webinar presented December 6, 2007 This webinar will cover the basics of 1099R preparation, explain the mysteries of the most commonly used distribution codes for qualified retirement plan distributions, discuss methods of accumulating all the data you need, and putting that data into PR in the most efficient manner. Download Slides FREE! Pension Reporter 1099-R Printing, Electronic Filing, and 1099 Service Bureau Recording of webinar presented December 20, 2007 This webinar will discuss 1099-R printing, electronic filing, and the DATAIR 1099 Service Bureau Download Slides 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)