DATAIR Cash Balance

Plan Administration System

The DATAIR Cash Balance Plan System helps you prepare proposals, actuarial valuations, coverage and non-discrimination testing, and periodic plan administration for cash balance plans. The system can handle complicated pay credit allocation formulas, fixed and variable interest crediting rates, multiple decrements, retirement and payment options including multiple annuity payments, for all entities including Sole Proprietorships and Partnerships. Valuation of benefits for active, late retirees, terminated and retired participants, and beneficiaries can be completed in the system.  Compliance testing with employee detail, participant statements and associated Pension Protection Act of 2006 (PPA) notices are also available.

CB System Highlights 

Sample Reports:

Couple the Cash Balance Plan System with our Defined Contribution / 401(k) Administration System and design, test and administer Combo Plans easily!