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Cost-effective choices Choose the document types you need: Standardized and Non-standardized Prototypes  Long Format or Short Format Volume Submitter.

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Presentation on theme: "Cost-effective choices Choose the document types you need: Standardized and Non-standardized Prototypes  Long Format or Short Format Volume Submitter."— Presentation transcript:

1 Cost-effective choices Choose the document types you need: Standardized and Non-standardized Prototypes  Long Format or Short Format Volume Submitter  Prototype Format or Individually Designed Format

2 Cost-effective choices Choose the plan types you need: 401(k), Profit Sharing, Money Purchase, Target Benefit 403(b) – Cash Balance – Defined Benefit

3 Cost-effective choices Choose the document sponsor: DATAIR Employee Benefits Systems, Inc. Your firm (as Word-for-Word Adopter)

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

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

6 The system saves all previous amendments and restatements of your plan. You can easily retrieve and print any restatement or amendment of your documents and forms. Click “Add new” to create a copy of the latest amendment – no need to start from scratch!

7 Start a new plan or amend an existing plan by completing three Plan Information tabs.

8 1. Sponsor Info

9 2. Plan Info Choose the Plan Sub Type

10 3. Document Info Click here to prevent accidental changes to this amendment. Choose the Plan Format

11 Click the Adoption Agreement or Plan Design checklist in the Folder View.

12 Data from the Plan Information tabs or from a prior restatement will pre- fill many of the fields.

13 Scroll through the checklist, or click to go directly to a section.

14 Important! Turn on Edit Checks before you begin, Important! Turn on Edit Checks before you begin. Then click the green check mark.

15 Document System gives you line-item tips and instant edit checking to help you prepare error-free documents. Click an error message to go directly to that line item.

16 NOTE: Many other forms are listed on the Print screen. Select additional forms to complete and modify.

17 Control on-screen resolution with the zoom button.

18 X Add custom language to your Adoption Agreement or SPD by clicking on a blank icon…

19 Enter or paste your customization in the pop-up box.

20 Save time and effort by setting up and copying from “default plans” with commonly used provisions.

21 PRINTING: First click the Batch Print icon.

22 Then choose from the vertical tabs.

23 Plan Documents Then choose from the vertical tabs.

24 Ancillary Documents Then choose from the vertical tabs.

25 Employee Communications Then choose from the vertical tabs.

26 Choose to print multiple forms at once. Define groups of forms to print for each plan.

27 Customize document and form appearance: Font type, size & attributes; margins; dates; and pagination.

28 Preview your completed work.

29 Select from multiple printers (including archive print drivers), or store the forms in word processing (rtf), or Adobe® Acrobat (.pdf) format.

30 forWindows RetireDocs Prototypes Volume Submitters SPDs For more information, contact DATAIR’s sales department: (888) or


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