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

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EFAST2 5500 series EFAST2 5500 series 5300 series 5300 series 1099R series 1099R series FAS 158 reporting FAS 158 reporting choose the modules you need! Slide 2 Slide 3 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. Slide 4 1. e-Signature TPA signs and transmits TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 TPA mails copy of filing to sponsor with Authorization form. Step 2 Sponsor signs forms in ink and sends them back to TPA. Step 3 EFAST2 TPA links in scanned signature pages and transmits filing to DOL. Step 4 Slide 5 2. Web Integrated TPA Transmits TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 Signature comes back to Pension Reporter so TPA can transmit filing to DOL. EFAST2 Step 4 Pension Reporter sends an email to the Sponsor and publishes the filing to MY5500.com. Step 2 Sponsor clicks email link to review and electronically sign filing on MY5500.com MY5500.com Step 3 Slide 6 3. Web Integrated Signer transmits TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 Pension Reporter sends an email to the Sponsor and publishes the filing to MY5500.com. Step 2 EFAST2 Sponsor clicks email link to review and electronically sign filing on MY5500.com and then submits filing to DOL MY5500.com Step 3 Slide 7 4. Locally Signed and Transmitted Sponsor reviews and electronically signs the filing on TPAs computer, and then TPA submits filing to DOL from Pension Reporter. EFAST2 Step 3 TPA meets with Sponsor Step 2 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. Step 1 Slide 8 5. IFILE Export/Import TPA submits signed filing on IFILE site Step 4 Sponsor clicks email link from DOL to review and electronically sign filing on IFILE site. Step 3 TPA imports XML file into DOLs IFILE site. MY5500.com Step 2 TPA completes 5500 series forms and SAR in Pension Reporter and links to required attachments. TPA saves filing in XML format. Step 1 Slide 9 Slide 10 Accuracy: Accuracy: Instant error messages Government instructions Knowledgeable support staff Slide 11 Convenience & Integration: This years data rolls forward completing much of next years 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 Slide 12 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 Slide 13 Slide 14 To start, click on or select an existing plan To start, click on or select an existing plan. Slide 15 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 plans couldnt be easier! Slide 16 Complete two screens Sponsor information, and Slide 17 Plan information Slide 18 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 open new year forms and bring relevant data forward into those forms and schedules. Slide 19 Attention: users of DATAIRs Defined Contribution or Defined Benefit Administration Systems... Click on Administration Update. Forms and schedules will be substantially completed with data from the DB and DC Systems. Integration with other DATAIR Systems ensures accuracy and efficiency! Slide 20 Click on the desired form from the folder view tree Finding forms Slide 21 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. Slide 22 Customizing the appearance of screens is easy and you can zoom in or out of the forms. Slide 23 Or hide the tool bars and folder view for a full screen view of the form. Slide 24 PR obtains data from forms and schedules rolls balances into the next years forms and does the math for you. Slide 25 PR performs instant edit checks for invalid and missing entries without slowing down your form completion. This invalid date range 1 5500 Invalid date. Please enter a plan date. results in this error message 01/01/2002 Slide 26 Click the on the toolbar or press the F2 key for help and actual government forms instructions. Slide 27 PR completes the Summary Annual Report (SAR) based on information from the 5500 and schedules. Customize SAR font types & styles, margins and alignment. Slide 28 Slide 29 You may choose to license any Pension Reporter module: Annual Reporting Module 5500 series PBGC forms Summary Annual Report Slide 30 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: Slide 31 FAS 132/158 Module Signature-ready Audit Letter Worksheets 1 - 4 Schedules A - F You may choose to license any Pension Reporter module: Slide 32 1099R Module Bonus Forms Included with each module You may choose to license any Pension Reporter module: Slide 33 Ask about our 1099R Service Bureau. Let DATAIR print, mail and file your 1099Rs. Its convenient and economical. Ask about our 1099R Service Bureau. Let DATAIR print, mail and file your 1099Rs. Its convenient and economical. Enter 1099 data into DATAIRs Pension Reporter System Print and mail recipient 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 states Prepare 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 Slide 34 Thank you for viewing our Pension Reporter presentation. For further information, please contact us at [email protected] or 888-DATAIR-4

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