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.
| Webinars |
User Group Meeting
2019 System Training
We are pleased to announce the following
dates for system training at our new training location at Northern
Illinois University's Naperville Illinois Campus. A brief
description of each class is listed below. For more detailed information
on each class, please see the registration form.
Discounts available for
multiple attendees from the same firm. See the registration form for
General System Training
Hotel Information and Directions (PDF)
Pension System Introduction
This one day session will cover a detailed
review of the system selections and options with a focus on Defined
Contribution plans. Setting up and navigating through the screens
will be covered in detail. This session will introduce you to
creating the plan, running the valuation, reports, and an overview
into the magic of import and export.
Creating New Plans
Creating and using Default Plans
Sources and Eligibility
Accounts and Transactions
Import/Export - magic of including Census
Transactions, including shares
Receivable Elections options
Reports – options, setting up, and groups
Employees including Edit Grid
Death Benefits/Life Insurance
This session starts where the Pension
System Introduction left off and is highly recommended to be
taken along with it. This one day session will cover coding
advanced options with a detailed examination of the entire
system. Emphasis will be on 401(k) plans. Working knowledge from
using the system or the Pension System Introduction class is
required for this session.
New Comparability including maximizing formula
Safe Harbor Plans
Cross Tested Allocations/Testing
Imports for Investment Companies
Updating including periodic valuations
Non-Discrimination Testing selections, options, and
Combined plan testing using Master Plan
Cash Balance: Coordinating Provisions
between your Valuation and PPA Document This class, designed for
the experienced Defined Benefit administrator, will focus on:
- The Basics of a Cash Balance Plan
- The provisions specific to a Cash Balance plan
- How to coordinate those provisions between
the administration and plan document systems
- What provisions you need to pay attention to when
pairing a Cash Balance and 401(k) plan
This class will show specifics of both
the administration and plan document system with regards to a
Cash Balance plan. While there will be a brief discussion on the
basics of Cash Balance plans and where the provisions can be
found in each system a basic understanding of defined benefit
plans and a working knowledge of the plan document system will
be needed to attend this class.
Customizing sample templates
Creating new templates
Conditional Processing (Rules)
Import / Export (.dia)
This ½ day session will
cover the aspects of importing and exporting with PE. Learn how
to use the powerful data handling tools available to Pension
System subscribers. We strongly recommend that all Pension
System training session attendees also attend this class.
Who should attend?
Anyone that is just getting started with the systems, needs a
refresher course or needs to find a few more efficient tips and tricks
for using the systems.
Is there anything to do while I’m visiting?
Check out the following websites:
Customized System Training
If you wish to have customized on-site system training, we will come
to your office and conduct training tailored for your needs.
Alternatively, we offer one-on-one and small group training at our
Westmont, IL office. We also can offer webinar training to your office.
Please contact us for more information regarding how customized training
can fit your company needs and the associated costs.
The following classes are some of the additional
available sessions -
403(b) Documents to Administration
A one-day course that covers completing your
403(b) document for PPA restatement. Once your document is restated, are
all of your items entered properly in the pension system. Which reports
and tests should you be looking at in the system. Working knowledge from
using the system or the Pension System Introduction class is required
for this session.
DB Advanced Topics
This is an intensive one-day course that covers all options in the
system. Some previous defined benefit experience is required. Actuarial
concepts and system coding for desired valuation results will be
discussed. Working knowledge from using the system or the PE
Introduction class is required for this session.
Report Writer (RW)
This session for Report Writer (RW) will cover topics including how to
modify current reports using the templates, using group field properties
to get desired output, and creating basic programming script for
conditional field properties. Field selection options along with
advanced options will be discussed.
User Group Meeting
SAVE THE DATE!! The 2019 Annual DATAIR
User Group Meeting will be held Saturday October
19, 2019 in conjunction
with the ASPPA Annual Conference in National Harbor MD. Watch for
additional information and registration to be announced.
Watch for future date announcements
Ultimate Cash Balance Seminar - Watch for future date announcements
Join us for this highly successful and power-packed two-day session
on Cash Balance Plans that will leave you charged up and with the
knowledge of an expert! This 4th annual seminar will bring you up
to date with current Cash Balance issues.