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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
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
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Webinar
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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.
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Previously Recorded Webinars |
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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
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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
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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
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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
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Q&A from Live Session
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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
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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
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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
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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
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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
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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 SessionFREE!
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)
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