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.
<New Plan>

5. Locating existing 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.

6. The system saves all previous amendments and restatements of your plan
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
Choose the
Plan Format
Click here to prevent accidental changes to this amendment.

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

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

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. Then choose from the vertical tabs.
Plan Documents

24. Then choose from the vertical tabs.
Ancillary Documents

25. Employee Communications
Then choose from the vertical tabs.
Employee Communications

26. Choose to print multiple forms at once
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. For more information, contact DATAIR’s sales department:
Windows
for
RetireDocs
Prototypes
Volume Submitters
SPDs
Retirement Plan
Document System
For more information, contact DATAIR’s
sales department:
(888) or