DB Precision User Guide
Use this guide to learn the DB Precision workspace, establish a sponsor and plan, load and validate participant data, calculate benefits, and expand the process with advanced definitions and workflow tools.
Recommended learning path
- Understand what DB Precision manages.Review the core administration, calculation, document, data, and plan-coding concepts.
- Open DB Precision and learn the workspace.Sign in, select the correct database, and learn what to do after the application opens.
- Create the sponsor and plan.Gather conversion items, create the sponsor and plan document, load initial data, and review the setup.
- Complete the recurring valuation-data cycle.Request, import, snapshot, reconcile, validate, and communicate annual participant data.
- Calculate and deliver benefits.Enter calculation data, run benefit calculations, and export individual or group results.
- Extend and automate the process.Choose advanced data, plan-design, workflow, modeling, and online-form topics.
Additional guides
Valuation Liability Extension User GuideConfigure assumptions, calculate liabilities and normal costs, and review valuation results.
Secure Pension Portal User GuideSet up Portal access, data, calculations, users, security, and ongoing administration.
Continue learning
DB Precision Screen Index Click to open the complete screen index; expand to browse screen help by DB Precision category.
Person Screen HelpParticipant information, employment, benefits, documents, and related records.
Sponsor Screen HelpSponsor information, contacts, data tools, contribution funds, and administrative settings.
Plan Document Screen HelpPlan provisions, assumptions, calculations, definitions, and supporting plan items.
Valuation Screen HelpSponsor, plan, system, and person screens used to configure, run, and review valuations.
System Administration and Utility ScreensSystem settings, calculations, reports, valuation data, matching tools, and Portal utilities.