DATAIR System Training & Seminars

System Training & Seminars


Whether it's system training you need, advanced continuing education seminars, or customized on-site training, the DATAIR Educational Services group is ready to meet your needs.

System Training| User Group Meeting | Webinars | Seminars


       2024 / 2025 System Training

SYSTEM DECEMBER FEE DAY TIME
Defined Contribution 9-10 $700 Monday-Tuesday 8:30-4:30 (CST)   Registration Closed
Defined Benefit 11 $500 Wednesday 8:30-4:30 (CST)
* Sign up for all three days for $1,000 total

Click here to register now

COURSE OVERVIEW
Defined Contribution (DC): A to Z (December 9-10, 2024   Registration Closed)
This two day session will cover the system selections and coding advanced options for Defined Contribution plans. This session will introduce you to creating the plan, running the valuation, reports, and an overview into the magic of import and export. Emphasis will be on 401(k) plans. Working knowledge from using the system is required for this session.

Defined Benefit & Cash Balance (DB/CB) (December 11, 2024) This is an intensive one day course that covers all options in the system. Some previous defined benefit experience is required. Actuarial concepts and system coding for desired valuation results will be discussed. Working knowledge from using the system is required for this session.

Customized System Training

If you wish to have customized on-site system training, we will come to your office and conduct training tailored for your needs. Alternatively, we offer one-on-one and small group training at our Westmont, IL office. We also can offer webinar training to your office. Please contact us for more information regarding how customized training can fit your company needs and the associated costs.


The following classes are some of the additional available sessions -

DB Advanced Topics 
This is an intensive one-day course that covers all options in the system. Some previous defined benefit experience is required. Actuarial concepts and system coding for desired valuation results will be discussed. Working knowledge from using the system or the PE Introduction class is required for this session.

Report Writer (RW) 
This session for Report Writer (RW) will cover topics including how to modify current reports using the templates, using group field properties to get desired output, and creating basic programming script for conditional field properties. Field selection options along with advanced options will be discussed.


User Group Meeting

THE DATAIR 52nd ANNUAL USER GROUP MEETING

DATAIR is not having a User Group Meeting in connection with ASPPA Annual this year. We are currently working on this year’s meeting. Watch for the announcement.


Webinars

DATAIR Document Update to be announced soon
Join us for a discussion on:

  • DB/CB Restatement Deadline
  • Restatement Cycles
  • 403(b) Update & Status
  • DC Update & Status
  • Secure timing

 

Seminars

Watch for future date announcements