Secure Pension Portal User Guide
Use this guide to prepare for and complete Portal configuration, testing, user registration, and ongoing maintenance.
Recommended approach: complete the setup in order and test with internal users before sending registration codes. Calculation results, participant data, documents, and Worktrack requests should be reviewed using the same access level the intended user will receive.
Preparing for setup
Portal OverviewUnderstand the Portal audience, capabilities, and relationship to DB Precision.
Before BeginningConfirm plan readiness and gather the information required from the sponsor.
Security OverviewReview Portal user types, access, and security concepts before configuration begins.
Portal in a New-Plan ConversionCoordinate Portal preparation with the broader sponsor and plan conversion process.
Portal configuration steps
- Define Portal requirements.Document the sponsor's branding, access, data, calculation, communication, and workflow decisions.
- Configure the sponsor Portal.Enable Portal access and define the principal settings that control the participant experience.
- Configure Portal data and output.Prepare the stored data, calculations, documents, messages, and worksheets used by Portal processes.
- Configure Worktrack.Define requests, ordered tasks, owners, conditions, and communications.
- Test and launch the Portal.Verify representative access levels before inviting the approved participant population.
After setup