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

• EFAST2EFAST2 5500 series 5500 series • 5300 series5300 series• 1099R series 1099R series • FAS 158 reporting FAS 158 reporting

choose the modules you need!choose the modules you need!

Filing Modes:

DATAIR supports the following methods of signing and transmitting returns. The default option you select can be overridden on a filing-by-filing basis.

NOTE: To replay a page, press your PgUP key.

1. e-Signature – TPA signs and transmits

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

TPA mails copy of filing TPA mails copy of filing to sponsor with to sponsor with Authorization form. Authorization form.

Step 2

Sponsor signs forms in ink Sponsor signs forms in ink and sends them back to TPA.and sends them back to TPA.Step 3

EFAST2

TPA links in scanned TPA links in scanned signature pages and signature pages and transmits filing to DOL.transmits filing to DOL.

Step 4

2. Web Integrated – TPA Transmits

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

Signature comes back to Signature comes back to Pension Reporter so TPA Pension Reporter so TPA can transmit filing to DOL.can transmit filing to DOL. EFAST2

Step 4

Pension Reporter sends Pension Reporter sends an email to the Sponsor…an email to the Sponsor…

……and publishes the and publishes the filing to “MY5500.com.filing to “MY5500.com.

Step 2

Sponsor clicks email link to Sponsor clicks email link to review and electronically review and electronically sign filing on MY5500.comsign filing on MY5500.com

MY5500.comStep 3

3. Web Integrated – Signer transmits

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

Pension Reporter sends Pension Reporter sends an email to the Sponsor…an email to the Sponsor…

……and publishes the and publishes the filing to “MY5500.com.filing to “MY5500.com.

Step 2

EFAST2

Sponsor clicks email link to Sponsor clicks email link to review and electronically sign review and electronically sign filing on MY5500.com and filing on MY5500.com and then submits filing to DOLthen submits filing to DOL

MY5500.comStep 3

4. Locally Signed and Transmitted

Sponsor reviews and Sponsor reviews and electronically signs the filing electronically signs the filing on TPA’s computer, and then on TPA’s computer, and then TPA submits filing to DOL TPA submits filing to DOL from Pension Reporter.from Pension Reporter.

EFAST2

Step 3

TPA meets with SponsorTPA meets with SponsorStep 2

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

Step 1

5. IFILE Export/Import

TPA submits signed filing TPA submits signed filing on IFILE siteon IFILE site

Step 4

Sponsor clicks email link Sponsor clicks email link from DOL to review and from DOL to review and electronically sign filing on electronically sign filing on IFILE site.IFILE site.

Step 3

TPA imports XML file into TPA imports XML file into DOL’s IFILE site.DOL’s IFILE site.

MY5500.comStep 2

TPA completes 5500 series TPA completes 5500 series forms and SAR in Pension forms and SAR in Pension Reporter and links to Reporter and links to required attachments.required attachments.

TPA saves filing in XML format.TPA saves filing in XML format.Step 1

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 – let’s 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 screensComplete two screens

Sponsor information, andSponsor information, and

Plan informationPlan 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 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 screen to go directly to the desired page.

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

Or hide the tool bars and folder view for a “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 PR performs instant “edit checks” for invalid “edit checks” for invalid and missing entries and missing entries without slowing down without slowing down your form completionyour form completion..

ThisThis invalid date range

invalid date range

1 5500 Invalid date. Please enter a plan date.

results in this results in this error messageerror message

01/01/2002

Click the on the toolbar or press the F2 key for help and actual government forms instructions.

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

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

You may choose to license any Pension Reporter module:

Annual Reporting Module5500 seriesPBGC formsSummary Annual Report

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:

1099R 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 to

you

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