Combo Plans

The best software for Cash Balance/401(k) Combo Plans at the lowest price!

The hottest trend in pensions made easy with DATAIR

Looking for an easy and economical way to increase your revenues by expanding services to your existing client base? Add additional plan type(s) (DB, CB and/or 401(k)) to your current DATAIR Administration System and design the most effective combination of retirement plans for your clients.

With our multi-plan type Administrative System, discover that it is:

  • EASY to add Cash Balance plans to existing DC plans or vice versa
  • EASY to TRIPLE tax deductions for your DC clients
  • EASY to increase the number of your plans, their assets, and your revenue
  • EASY to use templates take the worries out of non-discrimination testing

Sample Reports: