efast2 5500 series 5300 series 1099r series fas 158 reporting choose the modules you need!

• EFAST2 5500 series • 5300 series• 1099R series • FAS 158 reporting

choose the modules you need!

EFAST2

Accuracy:Accuracy:

Instant error messages

Government instructions

Knowledgeable support staff

Convenience & Integration:Convenience & Integration:

This year’s data rolls forward completing much of next year’s forms automatically.

For DATAIR Pension System users, many forms and schedules are substantially completed. Data will transfer from our DC & DB Systems to Pension Reporter.

For DATAIR Document System and FlexPlus System users, basic company and plan information is shared in a common database.

Import 5500 Schedule SB in XML format from other systems.

Security & Economy:Security & Economy:

PC-based software – NOT Cloud – lets you control the storage of your data and the timing of software updates

Operates on stand-alone and networked computers

Store sensitive plans in restricted directories

License allows for unlimited users at a location

Discounts for added locations and blocks of plans over 200

To start, click on To start, click on or select an existing plan or select an existing plan.

<New Plan>

Enter part of a name or number to Enter part of a name or number to “zero in” on your selection.“zero in” on your selection.

Find existing plans by plan name, Find existing plans by plan name, company name, EIN, TIN, or ID company name, EIN, TIN, or ID number. number.

Locating plans couldn’t be easier!Locating plans couldn’t be easier!

Complete two screens:Complete two screens:

Sponsor information, and…Sponsor information, and…

……Plan information.Plan information.

Important FeatureImportant FeaturePension Reporter lets you store, retrieve and print Pension Reporter lets you store, retrieve and print

prior years’ forms and data.prior years’ forms and data.

Select a prior plan year Select a prior plan year or start a new year. or start a new year.

Click on to have PR openClick on to have PR open new year forms and bring relevant data new year forms and bring relevant data forward into those forms and schedules. forward into those forms and schedules.

<New Year>

Attention: users of DATAIR’s Defined Contribution or Attention: users of DATAIR’s Defined Contribution or Defined Benefit Administration Systems...Defined Benefit Administration Systems...

Attention: users of DATAIR’s Defined Contribution or Attention: users of DATAIR’s Defined Contribution or Defined Benefit Administration Systems...Defined Benefit Administration Systems...

Click on Administration Update. Click on Administration Update. Forms and schedules will be Forms and schedules will be substantially completed with data substantially completed with data from the DB and DC Systems.from the DB and DC Systems.

Integration with other DATAIR Systems ensures Integration with other DATAIR Systems ensures accuracy and efficiency!accuracy and efficiency!

Integration with other DATAIR Systems ensures Integration with other DATAIR Systems ensures accuracy and efficiency!accuracy and efficiency!

Click on the desired form Click on the desired form from the folder view “tree.”from the folder view “tree.”

Finding formsFinding forms

Scroll through the form using your Scroll through the form using your mouse or TAB key. mouse or TAB key.

Click the pages at the top of the Click the pages at the top of the screen to go directly to the desired screen to go directly to the desired page.page.

Customizing the appearance of Customizing the appearance of screens is easy and you can screens is easy and you can “zoom” in or out of the forms.“zoom” in or out of the forms.

Or hide the tool bars and folder view for a Or hide the tool bars and folder view for a “full screen” view of the form.“full screen” view of the form.

PR obtains data PR obtains data from forms and from forms and schedules…schedules…

rolls balances rolls balances into the next into the next year’s forms…year’s forms…

and does the and does the math for you.math for you.

PR performs instant “edit PR performs instant “edit checks” for invalid and checks” for invalid and missing entries missing entries without without slowing down your form slowing down your form completioncompletion..

ThisThis invalid date range…

invalid date range…

1 5500 Invalid date. Please enter a plan date.

……results in this error results in this error message.message.

01/01/2002

Click the on the Click the on the toolbar or press the toolbar or press the F2F2 key for help and key for help and actual government actual government forms instructions. forms instructions.

PR completes the Summary PR completes the Summary Annual Report (SAR) based Annual Report (SAR) based on information from the 5500 on information from the 5500 and schedules.and schedules.

Customize SAR Customize SAR font types & font types & styles, margins styles, margins and alignment.and alignment.

You may choose to license anyPension Reporter module:

Annual Reporting1099R

Qualification & TerminationFAS 158

Annual Reporting Module5500 seriesPBGC formsSummary Annual Report

1099R Module

You may choose to license any Pension Reporter module:

Qualification & Termination Module

Application for determination letters from the IRS and PBGC for new, amended, restated and terminated plans

You may choose to license any Pension Reporter module:

FAS 132/158 Module

Signature-ready Audit LetterWorksheets 1 - 4Schedules A - F

You may choose to license any Pension Reporter module:

Bonus FormsIncluded with each module

You may choose to license any Pension Reporter module:

Ask about our Ask about our 1099R Service Bureau1099R Service Bureau..Let DATAIR print, mail and file your 1099Rs.Let DATAIR print, mail and file your 1099Rs.

It’s convenient and economical.It’s convenient and economical.

Ask about our Ask about our 1099R Service Bureau1099R Service Bureau..Let DATAIR print, mail and file your 1099Rs.Let DATAIR print, mail and file your 1099Rs.

It’s convenient and economical.It’s convenient and economical.

Enter 1099 data intoDATAIR’s

Pension Reporter System

Print and mailrecipient

copies of the forms

Electronically file with the IRS and

any combined state filing

Electronically file with the IRS and

any combined state filing

Email state copy to you

for filing with non-participating

states

Email state copy to you

for filing with non-participating

statesPrepare payer

Copy D information

Notify you of the

filing status each step of the

way

Notify you of the

filing status each step of the

way

Secure Transfer

Thank you for viewing our Pension Reporter presentation. For further information, please

contact us at sales@datair.com or 888-DATAIR-4