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EFAST2 5500 series 5300 series 1099R series FAS 158 reporting choose the modules you need!

Pension Reporter. Government Forms System. EFAST2. EFAST2 5500 series 5300 series 1099R series FAS 158 reporting choose the modules you need!. Why Pension Reporter?. Pension Reporter. Government Forms System. Accuracy: Instant error messages Government instructions

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EFAST2 5500 series 5300 series 1099R series FAS 158 reporting choose the modules you need!

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  1. Pension Reporter Government Forms System EFAST2 • EFAST25500 series • 5300 series • 1099R series • FAS 158 reporting • choose the modules you need!

  2. Why Pension Reporter?

  3. Pension Reporter Government Forms System Accuracy: Instant error messages Government instructions Knowledgeable support staff

  4. Pension Reporter Government Forms System • 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.

  5. Pension Reporter Government Forms System • 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

  6. Pension Reporter Navigation

  7. To start, click on or select an existing plan. <New Plan>

  8. Locating plans couldn’t be easier! Find existing plans by plan name, company name, EIN, TIN, or ID number. Enter part of a name or number to “zero in” on your selection.

  9. Complete two screens: Sponsor information, and…

  10. …Plan information.

  11. Important Feature Pension Reporter lets you store, retrieve and print prior years’ forms and data. Select a prior plan year or start a new year. Click on to have PR opennew year forms and bring relevant data forward into those forms and schedules. <New Year>

  12. Attention: users of DATAIR’s Defined Contribution or Defined Benefit Administration Systems... Integration with other DATAIR Systems ensures accuracy and efficiency! Click on Administration Update. Forms and schedules will be substantially completed with data from the DB and DC Systems.

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

  14. Scroll through the form using your mouse or TAB key. Click the pages at the top of the screen to go directly to the desired page.

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

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

  17. PR obtains data from forms and schedules… rolls balances into the next year’s forms… and does the math for you.

  18. PR performs instant “edit checks” for invalid and missing entries without slowing down your form completion. 1 5500 Invalid date. Please enter a plan date. 01/01/2002 Thisinvalid date range… …results in this error message.

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

  20. Customize SAR font types & styles, margins and alignment. PR completes the Summary Annual Report (SAR) based on information from the 5500 and schedules.

  21. Pension Reporter Modules

  22. You may choose to license any Pension Reporter module: Annual Reporting 1099R Qualification & Termination FAS 158

  23. Annual Reporting Module 5500 series PBGC forms Summary Annual Report

  24. You may choose to license any Pension Reporter module: 1099R Module

  25. 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

  26. You may choose to license any Pension Reporter module: FAS 132/158 Module Signature-ready Audit Letter Worksheets 1 - 4 Schedules A - F

  27. You may choose to license any Pension Reporter module: Bonus Forms Included with each module

  28. Enter 1099 data into DATAIR’s Pension Reporter System You do this Secure Transfer We do the rest DATAIR Print and mail recipient copies of the forms Electronically file with the IRS and any combined state filing Email state copy to you for filing with non-participating states Prepare payer Copy D information Notify you of the filing status each step of the way Ask about our 1099R Service Bureau. Let DATAIR print, mail and file your 1099Rs. It’s convenient and economical.

  29. Pension Reporter System Thank you for viewing our Pension Reporter presentation. For further information, please contact us at sales@datair.com or 888-DATAIR-4

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