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SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT CHANGE LOG
2016 DB PRECISION UPDATES
Version 2016.16.12.14 - Released 12/14/2016

• Person Printing: corrects printing issue when a participant has a large number of historical dates.

• Portal Calculations: now properly records the portal owner (administrator, sponsor, or participant) for when a benefit calculation is stored within the portal.

• Benefit Requests: when a portal user makes a benefit request, the calculation date is automatically reduced by 1 day if equal to the payment start date (similar to the way benefit estimates through the portal are handled).

• Late Retirement Factor: corrects issue when exporting late retirement factor where less than 3 ratchet rows are displayed within the calculation.

• Portal Calculations: adds new options to override the portal wording displayed for calculation date, payment start date, and lump sum date.

• Portal Calculations: adds new options to hide calculation dates and payment start dates.

• Archive Display: expands the number of archive documents listed in the archive screens within DB Precision.

• Important Documents: DBP now prohibits users from indicating a document as being an important document without also providing a menu title.

• RPTAMTLOOKUP: function has been modified to allow for two optional additional parameters which allow for lookups to ignore estimated and/or projected amounts.

• User Deletion: when a System User is deleted, all sponsor access (Sponsor User access) is now automatically deleted for that user.

• Database Restore: corrects issue in which orphaned database records could prevent a restore from completing.

• Database Restore: when a database restore is interrupted, the application no longer shows a success message.

• Database Restore: limits restore privileges to System Administrators.

• Portal Listener: when a user creates a document while calculating or uploads a document as part of a request, the document listing is now automatically updated to reflect the newly created document.

• Portal Listener: when the Internet Listener is unable to save a document, an empty archive is no longer created.

• Average Earnings: when calculating using highest-consecutive periods, explicitly prevents the usage of an average that is less than the average period when at least one average uses the full averaging period.

• Portal and Estimated Beneficiary DOB: if a participant's beneficiary date of birth is estimated, it is no longer displayed on the portal.

• Account Export Detail: when exporting account information for an Account Definition, users can now export any detail (not just the balance).

• Portal Worktrack History: now includes display of user ID.

• Portal Security: includes status code on portal security screen and corresponding printout.

• File Open Screen: the status types shown on the Open screen are now consistent with those shown as of the last snapshot date (in Item Explorer).

• Data Request: fixes problem where data request was showing estimated items on the request, even if the user indicated that such amounts should not be displayed.

• Data Request: corrects issue wherby the application could stop responding if a participant did not have a reconciliation row for the selected prior snapshot.

• Portal Listener: allows bank information to now be saved.

• Portal Listener: use PensionSoft's PSPack for tranmitting participant data more quickly to the portal.

• Virus Scan: allows virus scan software used to be defined on a user-level (in addition to already being defined on a network-level). This allows for situations where virus scan paths or software varies across the network for listeners.

Version 2016.16.10.27 - Released 10/27/2016

• Database Restore: fixes problem where a restore would fail if restoring data for a sponsor that had a Person who was in multiple plans and who also had at least one Person Note.

• Beneficiary Information: when beneficiary information is changed to "No Beneficiary" for a Person, all information is now removed for that beneficiary when a User presses the OK button on the Beneficiary Information screen.

• IF, AND and OR Functions: treats all non-zero values in the first function argument as TRUE (previously did not allow negative values to be treated as TRUE).

• 415(b) Lump Sum: modified to reflect the lump sum limit based upon 105% of the lump sum determined using 417(e) mortality and rates.

• 415(b) Limit: includes ability to provide filter formulas that can limit which participants are subject to the 415 compensation limits as well as who is subject to special rules (pilot or police/fire for example).

• Version Number: DB Precision is now able to properly determine its own version number when it is named something other than the standard name.

• Internet Listener: if a participant is not eligible for benefits from a plan, DBP now prevents any benefit estimates and displays a message on the portal indicating that the participant is not eligible for plan benefits (rather than displaying a different error message such as a message regarding the inability to calculate NRD).

• Internet Listener: adds support for upcoming ability to allow users to edit and delete archives on the portal.

• System Import: fixes problems on some non-Windows 10 machines where the import process would get stuck on the first row for several minutes the first time that an import was done after DB Precision precision was opened.

• System Import: correct a problem when displaying import results when the option to replace all existing benefit information is selected where a person with no historical dates would appear as a new participant.

• System Import: displays the file row information on import results output.

• Plan Export: adds new options to export the unadjusted effective and stop dates for Reported Amounts.

Version 2016.16.9.26 - Released 9/26/2016

• Changing Opened User's Password: corrects issue when System Settings prohibit changing a user's password to one of their prior passwords whereby changing the password for an opened user was always prevented.

• Adding a Person Worksheet: automatically adds the first column as SSN (required for all worksheets) when adding a new worksheet for a sponsor.

• 417(e) Mortality: reflects newly published 2017 417(e) mortality.

• Terminated Non-vested on Portal: corrects issue where terminated non-vested participants were not appearing on the portal even when explicitly allowed in portal settings.

• Transaction Log: fixes issue where portal User ID was not being properly recorded or displayed in log.

• Minimum Distribution Report: problem where minimum distribution report could display required dates one year too early has been fixed.

• Phone Number on Worktrack Request: on notification emails sent, properly includes phone numbers (if any) provided with any request.

• Average Earnings Export Display: fixes some display issues on the Export Provision screen for Average Earnings Definition detail.

• Minimum Distribution Report: adds terminated vested participants to the list of possible required distributions.

• Benefit Fraction Import: now allows for the import of benefit fractions that are expressed as percentages.

• Updated System Architecture: includes updates to the underlying system architecture in order to align with Microsoft's latest development environment.

Version 2013.16.8.17 - Released 8/17/2016

• New Plan Wizard: fixes problem when the 100% Joint and Survivor benefit option is de-selected wherby certain related items are incorrectly created.

• GETAVGDETAIL Function: includes new function that enables users to get details of an average earnings calculation.

• Valuation Snapshot: stops the projection of Reported Amounts for the Average Earnings Definition used to develop the earnings array when running a snapshot.

• Average Earnings Determination: fixes display problems resulting from using an Average Earnings Definition which then cross-references another Average Earnings Definition (by using a Formula Derived Item override for a Reported Amount of that Average Earnings).

• Worktrack Prohibited Dates: when developing prohibited dates for Worktrack, the adjustment may now exceed 31 days (for when that adjustment is only days-based).

• Worktrack Task Limits: corrects for a problem which would occur when the limit of tasks per period was greater than 1. When a task definition had this, the number of tasks that could be requested was no longer being limited.

• Latest Benefit Statements/Highlights: when displaying the latest benefit statement or plan highlight, the latest statement was being displayed, even if participant portal access had been turned off for the latest statement. This has been fixed such that documents without participant portal access are now ignored when determining the latest statement to display.

• Plan Note Deletion: DB Precision now provides a warning when a user tries to delete a Plan Note to prevent accidental deletion of this type of item.

• New Sponsor Wizard: now creates a default Assumption Definition when the New Sponsor Wizard is run.

• Plan Export Wizard: corrects problem when using the Export Wizard to add columns for Reported Amounts where the item name incorrectly included "Person - Rpt Amt -" which then caused problems with the export.

• Averaging Consecutive Years with a Final Partial Period: now properly looks at the beginnning of the lookback period to check if including the first partial period results in a higher average.

• User Display on Open Screen: fixes a display problem on the Open screen of DB Presision where when opening a System User that was part of a group, the display of the user type was not reflecting the type for the group (admin versus standard user).

• New Sponsor Wizard: includes new option to start with an empty sponsor when using the New Sponsor Wizard.

• Sponsor-to-Sponsor Copy: corrects issue with sponsor-to-sponsor copy where the applicatioon would fail if the source sponsor included Sponsor Users or Worktrack Task Definitions.

• Portal Worktrack: includes new option to choose which completed tasks should be excluded from Worktrack's portal display.

• Worktrack Task Definition Screen: adds right-click, context menu support to the Worktrack Task Definition screen.

• Saving to Reported Amount or Benefit Upon Export: includes a new option to save any export item to either a Reported Amount or benefit payment upon export.

Version 2013.16.7.7 - Released 7/7/2016

• Service Detail Export: corrects issue wherby exporting service detail for a Person with a break-in-service could export zero rather than some detail value.

• Averaging Period Determination: adds new method for determining periods for average earnings - Completed Weeks.

• Listener Log: adjusts transaction times to the same time zone when the web server and portal listener reside in different zones and displays all transaction times using the local time zone.

• Portal Worktrack Creation: corrects for problems with worktrack task request/creation on the portal when the underlying participant is missing a hire date.

• First Projected Reported Amount: fixes problem with first projected partial reported amount which could cause the projected amount to be understated.

• Sponsor Reported Amount Deletion: includes new warning for when a user deletes a Reported Amount to avoid accidental amount deletion.

• Sponsor Reported Amounts: adds new option for a Sponsor Reported Amount to ignore/not ignore reported amounts with effective dates that are after the calculation or account determination date (previously, all such future amounts were ignored when running a calculation).

• 401(a)(17) Limit: includes correction to the 401(a)(17) limit when consecutive years are being looked at where the average includes a final partial year as well as a first partial year.

• Portal Email on Task Creation: when an email is generated upon task creation through the portal, the email that is sent now reflects the settings for a specific Worktrack Task Definition (does not show calculation date if this was not displayed on the request screen for example).

• Email on Task Completion: fixes issue wherby the email on task completion through the portal was not being sent.

• Description and Type for Document Uploaded Through Portal During Request: when documents are uploaded as part of a Worktrack Request in the portal, a default description and type for these documents can now be optionally specified within the Worktrack Task Definition.

• Import Conversion to Type and Data Truncation Error: corrects Data Truncation Error which would occur if entering a text to number conversion value where the value in the file exceeded 50 characters.

• Snapshot "View Participants in Excel" Feature: corrects problem that was occuring when there were multiple runs on a given snapshot date in which information displayed was always for the first snapshot run.

• Data Request Created within Sponsor: when a data request was created within a plan sponsor and subsequent requests were created for other documents for that sponsor, each subsequent request was created using the originally selected document. This has now been fixed.

• New Plan Wizard: when benefit statement export is included with a new plan, the statement type is properly selected as a Benefit Statement.

• Worktrack Request Marriage: stores whether participant is married or not married when request is made.

• Worktrack QDRO Indicator: stores whether or not a QDRO applies at time of request provided that the worktrack request also asks about prior marriage.

• Average Earnings Adjustment: corrects for issue in which the Rounding of Annualization Adjustment (see Dropout/Adjustment Rules screen) was not being used.

Version 2013.16.5.5 - Released 5/5/2016

• Portal Documents: when a sponsor document archive is an Important Document for either participants or sponsors but is not a document that appears on the standard Pension Documents list, the portal access icons shown on the portal are now correctly displayed.

• Person Notes: includes a validation to prevent a Person Note from exceeding 7,650 characters in length (and then preventing a Person with such a note stored from being able to be opened due to a data truncation error).

• Export of Service Unit Detail: corrects a problem when exporting for a Person with a break-in-service where the service detail was incorrectly including information for the break period as the latest row.

• Plan Freeze Wizard: running the wizard now also creates a Document Date for the plan indicating that the plan has been frozen.

• PIA Calculation: fixes problem when choosing to only look at the latest year of earnings rather than a full earnings history for calculating PIA wherby the first rather than last year of earnings history was used (should only look at latest earnings).

• Multiple Listeners: reflects a new way for Internet Listeners to identify themselves to avoid the risk of two or more listeners working on the same files.

• Server Explorer View: now only displays Internet Listeners that have valid User IDs and those that have been active within the last day.

• Worktrack Tasks: Worktrack settings are now defined on a Worktrack Task level (rather than Sponsor level). In addition, many new options for the request process have been added.

Version 2013.16.4.5 - Released 4/5/2016

• Portal Documents: uses more a new and more efficient method for publishing viewable document information on the pension portal which eliminates the need for document searches.

• New Hours Equivalency Rule: adds new hours equivalency rule for service determination where 1 working day = 8 hours.

• Late Retirement Calculation Output Display Problem Fixed: when using year-by-year ratcheting where the accrued benefit at each ratchet point is not a minimum amount, the date showing during all interim years now displays properly (had been displaying an invalid date).

• Automated Backup: includes new feature which allows for automatic database backups to be set up from within the application.

• Account Provision First Year Fraction Period Interest Crediting: fixes a problem where the first-year interest credit was not being prorated for a partial year when none of the Account Provision's transactions were formula-based.

• Word Merge Deactivation Problem: corrects problem in which Word becomes deactivated after merging to a new document (currently requiring the user to then either close the document and save, or select another application such as DB Precision and then reselect Word to reactivate).

• Listener Log: fixes display problem on the listener log where system errors were appearing with a user type of Participant (should be blank for such errors).

• Listener Log: adds row to the listener log when a connection to the portal database is made to help identify periods where the portal may have been down.

• Average Earnings Export Detail: includes new options for exporting average earnings calculation detail.

• Late Retirement: corrects problems with actuarial increase when past 70 1/2 where suspension of benefits notices have been issued or separate accrual increases from 70 1/2 are to be applied.

• Average Earnings Dropout Threshold: calculations now properly reflect adjusted threshold amounts when an adjustment to the required threshold is to be made for partial periods.

• Blank Worktrack Emails: includes internal checks to ensure that empty Worktrack emails are no longer sent when tasks are update in the portal.

• Worktrack Request Emails: modified to now include mailing address included with request (if any).

• Terminated Vested Not Meeting Participation Requirements Prior to Termination: allows participants that never met a plan's participation requirements to still be accessible within the portal.

• Owners of Document Uploads: when documents are uploaded through the portal, the type of user/owner is now recorded for that document.

• Dual Status Deferred Beneficiaries: benefit type for dual status deferred beneficiaries is now being properly recorded. Prior to this release, benefit type was not being recorded, causing data requests that used such snapshots to incorrectly display deferred beneficiaries without a beneficiary indicator on the terminated vested tab.

• Import of Popup Annuities: corrects for a problem when importing popup annuities where amounts being imported were being improperly overriden/cleaned up.

• Security Report: modified to include participant counts on the Sponsors tab.

• GETRETAMT Function: adds ability to this function to get the final non-taxable payment date.

• Person Worksheets: warn users upon opening a Person Worksheet if another user has a Person in the Sponsor open. In addition, prevent the saving of a Person Worksheet if other users have people of that Sponsor open.

Version 2013.16.2.24 - Released 2/24/2016

• Worktrack Task Updates: when an Administrator updates a Worktrack task using the portal, that User's ID is now recorded in the Worktrack history (User ID had been missing/blank for Administrators prior to this release).

• Deleting People in a Person Worksheet: users can now delete people using a sponsor's Person Worksheet by deleting the SSN in a worksheet row.

• Windows Logins: when a Windows login is specified for a DB Precision User, manual logins using that User's account are no longer allowed from within another Windows user's account.

• Task Definition Emails: corrects problem in which when trying to remove a user from the list of chosen email recipients from a task step, that user could not be removed from the distribution list.

• Dialog Button Bar: corrects for display issues with the dialog button bar for varying screen resolutions.

• License for Multiple Internet Listeners: fixes issue preventing the licensing of 10 or more Internet Listeners.

• Worktrack Settings: reflects removal of old Worktrack settings and includes clarified settings for new Worktrack.

• Worktrack Email: no longer sends out more than one email to an email address when a user is included as both a sponsor contact and administrator for a plan.

• Multi-listener Integration: includes additional checking to prevent redundant processing of the same portal task.

• Average Earnings and Averaging Period Determination: when an Averaging Period Determination method of "Averaging Period Service" is selected and the averaging unit is something other than Year, the resulting period is no longer expressed in terms of years.

• Beneficiary Date of Death: when a beneficiary date of death is stored for a person, that beneficiary's information is now disregarded if date of death is on or prior to the calculation date.

• Small Benefit Cashout Date: includes new option when running a calculation or export to set this date equal to Annuity Commencement Date (ACD).

• Date of Death: when running a calculation or export for a person who is deceased, the default cap on calculation date is now equal to date of death.

• Open Unmerged Word Document Option: when exporting to Word, a new option allows users to open the unmerged Word document. However, the default now when exporting is to have the document already merged when opened.

• Worktrack Task Status Display: when the latest change made to a task is to add a comment (without further action), this is no longer considered to be a change in status.

• Plan Export Wizard: adds ability to use the Plan Export Wizard to add reported amounts to an Export Provision.

• Email Settings: includes ability to configure an internal email account for sending portal-related messages.

• Portal Lister Log: users now have the ability to easily distinguish portal errors from other completed listener tasks.

• Database Selection on Login: corrects problem in which selecting something other than "Production" on the main login screen could result in a user receiving a login error.

• Worktrack Task Name: supports display of Worktrack Task name on the portal (now displayed in the Worktrack list - previously only showed task type).

• Office 2016 Support: adds support for Office 2016.

• Service Accrual Based Upon Reported Amounts: includes the ability to tie service accrual for participants to the values of reported amounts (group codes). This simplifies the coding for plans that have participants who transfer between different plans where the plan is indicated using reported amounts.

• Quick Calc: includes the long-awaited Quick Calc feature providing users a dynamic view of calculated items.

• Archive Deletion and Worktrack: when deleting an archive using DB Precision, any Worktrack tasks that reference that archive now have the archive automatically removed from the task.

• Worktrack Task Creation: when a Worktrack task is created using DB Precision, information such as spousal information and address is now prepopulated for the task.

Version 2013.16.1.12 - Released 1/12/2016

• Archive Image Editing: corrects for problem in which making a change to the Archive Image Detail screen for an archive (Person of Sponsor) then reloaded the image from the original document source (and imported any changes made to that original source document).

• Vesting Percentage and Calculating Benefit Payment Set in Optional Benefit: fixes problem where using the CALCULATE function in a benefit payment set option to calculate the accrued could cause an incorrect vesting percentage to appear (which is based upon the vesting percentage calculated as of the calculation date specified in the optional payment form formula).

• Portal Security Screen: no longer allows users to press the password Reset button on the Manage Internet Portal Security screen when no user has been set up (was causing the application to fail).

• Elapsed Time Service Calculation: adds new elapsed time service calculation, Worked Half Month

• Elapsed Time Service Calculation: adds new elapsed time service calculation, Nearest Half Month (10, 21)

• Single Sign on: includes new option to bypass system login based upon Windows login information.

• PIA Level Income Option: PIA level income option is now set equal to $0 if either a CAF factor formula is defined that results in a value of zero or the calculated Social Security amount equals $0.

• Worktrack Tasks: address information, phone numbers, and date of marriage can now all be both requested through the web portal and stored for a Worktrack task. In addition, display problems with Worktrack checklists not appearing properly on the portal have been corrected.

• Earnings Used for Highest (of any) Average: when "Highest" is chosen for earnings precedence within an Average Earnings Definition, DB Precision now gives preference to the most recent years when selecting earnings to use where earnings amounts are equal. Note that this will not result in a change in the average that is calculated but rather results in a change in the display of amounts used.

• Opening Read-Only: new option to open an item read-only (so that other users may gain write access to an item) has been added.

• View-only Access: when a user has view-only access to an item, it is now opened with read-only access.

• Tab Icon: fixes display problem where icon shown in newly opened tab appeared as a hummingbird rather than the item type until user brought mouse pointer over tab title.

• Sponsor Transactions: includes enhancements to the Sponsor Transactions screen that allow users to more easily isolate changes made to participant data.

• Internet Listener: now records portal user type (participant, sponsor, or administrator) and portal user ID in the transaction log.

• Data Request: fixes problem when creating data request where there were multiple runs in which the data used when creating the request would not correspond to the run number selected.

• Archive Import: corrects issue in which only one archive could be imported for a person within a single archive import.

• Internet Listener: access to the portal is now denied for both participants and sponsor contacts based upon status code access (found in the portal settings).

• Average Earnings Printed Output: modified to display the period fraction used rather than an indicator (showing which earnings are used/not used).

• Data Request: when a filter is applied to the data request, participants that have a benefit payable under the plan are no longer filtered out of the request.

• Data Request: the calculation date used for the data request filter (if any) is now equal to the prior valuation date (had been current valuation/request date).

• Data Request: when a lump sum after the prior valuation date is paid and changes after the prior valuation date are to be displayed on the data request, lump sum payments are now properly displayed on the data request.

• Copy/Paste: adds copy and paste support for User and User Group tabs.

• Drag/Drop: when an item in a tab is dragged and then dropped into a folder, that item now properly appears as bolded (to indicate that it has a pending change to be saved).

• Data Cleanup Wizard: fixes problem where database changes made by the Data Cleanup Wizard were not being recorded in the participant database log.

• Lifecount Reconciliation: corrects display issue with lifecount reconciliation involving participants who were terminated vested beneficiaries in the prior year that are now retired beneficiaries in the current year (footnote and reconciliation grid were both incorrect).

• Average Earnings Amount Allocation: adds new method for allocating reported amounts to averaging periods (Nearest month (months, days).

• Portal Benefit Statement Link: if a participant has no benefit statement or plan highlight documentin their archive but their plan sponsor displays the link in the participant summary, the link button is now hidden.

• Worktrack Report: includes the ability to generate a Worktrack report that shows the details of Worktrack tasks.

SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT CHANGE LOG
2017 DB PRECISION UPDATES
Version 2017.17.12.7 - Released 12/22/2017

• MP-2017 Projection Table Added: adds support for the recently published MP-2017 mortality improvement table.

• Person Worksheet and Level Income Option: includes ability to view/edit social security level income option benefit items within a Person Worksheet.

• Service Calculation Output Display: corrects issue with service output display where extra service breaks with a start date that is greater than end date could appear for back-to-back service periods.

• Service Periods: for back-to-back service elapsed time service periods, combines these periods into one period.

• Missing Beneficiary SSN Validation: corrects issue where this validation was incorrectly displayed.

• Weekly Hours Equivalency: changes calculation of weekly hours equivalency to properly credit hours for partial weeks.

• Social Security PIA: includes new option to not allow PIA payment start date to precede the benefit calculation's payment start date.

• Portal Usage Statistics: corrects problem that was causing the participant login count to not appear on the portal usage statistics page.

• Joint-life Annuity Factors and Segment Rates: fixes issue where joint-life annuity factors could be very slightly understated if determined using segment rates.

• Enhanced Tooltips on Main Window: includes enhanced tooltip display on the main window tabs.

• Document Archives: moves document archives to the main window tabs for participants and plan sponsors.

• Import of Date Received: validates format of Date Received on import to avoid possible save errors during the completion of import for a sponsor.

• GETEARLYADJUST Function: includes this new function for determining actuarial equivalent early reduction.

• Person Worksheet Description: description can now be specified for Person Worksheets.

• Person Worksheet Valuation Date: valuation date may now be defined for a Person Worksheet as a variable date (latest snapshot for example) rather than only as a fixed date.

• Updated Architecture: has been updated to use the latest Microsoft architecture and therefore will require a full reinstall.

• Hours Bank Target: allows for the specification of a per-period hours bank target.

• Hours Bank Service Limit: provides ability to limit service resulting from hours bank withdrawals.

• Person Worksheet Reorder: allows for drag and drop on columns list.

• Middle Initial Export: provides ability to export the middle initial when exporting name.

• Benefit Payment Display: includes deferred indicator on the list of benefit payments on the Person Benefit Payment Information screen.

• Function of Service Detail: additional unit-by-unit detail for function of service periods may now be exported.

• Export of Account Number: add ability to export account numbers that are greater than 12 characters in length.

• Person Notes and Change Log: changes to Person Notes are now recorded in the participant transaction log.

• Semi-monthly Amounts: changes the way that semi-monthly amounts are projected such that the projection periods are consistently created on the proper start and end dates.

• Late Retirement Actuarial Increases: includes a new method for developing actuarial increases that interpolates inter-age rates based upon integer-age late increase factors.

• iManage Integration: corrects for problems resulting from using DB Precision with iManage.

• Opening Read-only Files: handles issues with certain network configurations where DB Precision is unable to open some Word documents that are read-only.

• NETWORKINGDAYS Function: adds a new function for calculating the number of working days between two dates.

• New Plan Wizard: includes new alert when export documents already exist in order to prevent accidental overwriting of existing documents.

• New Plan Wizard: fixes issue where the application would fail if service at conversion is to be used but no reported amount is selected.

• Minimum Distribution Excel Extract: properly opens the Excel extract when requested (consistent with all other extracts).

• GETBENLATEST: adds new option to retrieve the original gross annual benefit when using the GETBENLATEST function.

Version 2016.17.11.6 - Released 11/6/2017

• 2018 417(e)(3) Mortality: updated to include 2018 417 mortality rates.

• Benefit Calculations: includes changes to the calculation screen that splits the plan items list into two lists in order to provide users with item selection by category.

• New Plan Sponsor and Change Log: corrects error message that could display when saving a new plan sponsor.

• Error Message Displayed upon Closing in Windows 7: fixes issue in Windows 7 where an error message would be displayed upon application close.

• Import of Reported Amounts Prior to Hire Date: correct issue that could cause the import to get stuck on a Person that had a large number of Reported Amounts that were prior to original hire date.

• Import Speed: includes changes that improve the speed of importing data.

• Average Earnings Units Grouping: corrects problem with last release and item grouping which would occur when the averaging units available were less than the averaging period.

• Portal Worktrack Task Type Selection: adds support for specification of Worktrack task type when a task is created on the portal.

• Change Logs: now includes Grid button on sponsor and plan change logs for easier copy/paste of page items.

• Cancelled Worktrack Task and Duplicate Requests: when checking for the existence of duplicate requests, now properly ignores cancelled tasks.

• Worktrack Request Limits: includes new option when limiting Worktrack requests to include lifetime maximums.

• Person Worksheet Benefit Editing: when changing a payment start date using a Person Worksheet, the corresponding date that appears on the benefit history will now also change.

• Storing Calculation and Export Inputs: corrects issue when saving calculation inputs for a person who had not yet been calculated within a session where the reported amount assumptions would not save, resulting in inputs that could then later not be loaded.

• Adding Reported Amounts: includes a check to make sure that users do not add new Reported Amounts to a sponsor when participants from that sponsor are open (previously this could cause problems when entering new Reported Amount data for those participants).

• Copying/Pasting Export Definitions: fixes problem occuring after copying and then pasting an export definition and saving the document when a person was open. Prior to this release, this could cause the delimited file to then have invalid line breaks.

• COLA Frequency Options: now allows for the specification of non-annual COLA increases for both Annuity and Conversion Factor definitions.

• COLA Type: now allows for the specification of both simple and compound COLA increases for both Annuity and Conversion Factor definitions.

• Late Retirement Printout: displays late retirement benefits as monthly amounts when printing calculation detail to be consistent with other benefits shown.

• Average Earnings Units Grouping: includes efficiency improvements for when the average earnings grouping option is selected.

• Export of Benefit Payment Information: treats both payment forms and the 1099-R codes as numeric values allowing for numeric-to-text conversion of these amounts on export.

• Administrator Portal Logins: properly filters out plan sponsors that do not have the portal enabled for the list of possible sponsors that an administrator can open on the portal.

• Benefit Payment Screen: removes tabbed interface for benefit increases and replaces with list of benefits for easier entry and viewing.

• Export Wizard: allows for specification of Account Definition details within the wizard (previously only the account balance could be selected).

• Data Cleanup Wizard Transactions: these are now assigned a separate entry type (prior to this release, data changes made by the wizard were treated as manual changes).

• Transaction Detail for Benefit Changes: transaction detail now shows the amount for both new benefit payments and new benefit payment history.

• Portal Transactions: includes new screen that allows users to view all transactions made through the portal during some period.

• Snapshots and Unreasonable Earnings Amounts: corrects issue where an unreasonable earnings amount within the average earnings array of a person when running a snapshot would previously stop the snapshot from running.

Version 2016.17.10.3 - Released 10/3/2017

• Sponsor Change Log: records all changes made to a Plan Sponsor in a new log that is then viewable within that sponsor.

• Plan Document Change Log: records all changes made to a Plan Document in a new log that is then viewable within that document.

• Sponsor Portal Security Screen: corrects display issue with the last release where participant email address would not appear correctly for participants with no email.

• Worktrack Requests: includes an additional check when a Worktrack request is made to ensure that the requestor is a participant in the plan.

• Worktrack Request Email: if a sponsor has more than one plan, now includes plan number in the email sent when a Worktrack task is first created.

• Data Request - Historical Dates: includes option to display up to 3 historical dates other than hire/term dates (such as contributory start date) that will then appear on the data request.

• Data Request - Deferred Return of Contributions: a new tab on the data request has been created for participants that are due a return of contributions (such participants had previously been included on the Terminated Vested tab).

• Internet Portal Usage Statistic: corrects an overstatement of the count of the number of users logging in during a period. Prior to this release, the creation of a user was being treated as a log in event resulting in count overstatement.

• Calculation Results: when displaying calculation results where an item cannot be calculated as of the calculation date, a message indicates this prior to displaying results (prior to this release, the result would not appear in the result leading the user to need to draw this conclusion on his/her own).

• Age-based Late Retirement Factor Limit: replaces the static late retirement factor reasonability check with an age-based limit to remove the risk of this limit stopping calculations for much older individuals.

• Export Messages: when there are multiple messages (warnings or information) for an export of the same type, those messages are combined into a single message (prior to this version, only one message would display).

• Portal Worktrack Requests: prohibits participants that have been cashed out or are deceased to make a request through the portal.

• Average Earnings Bi-weekly Pay Units: adds support for a new averaging unit for bi-weekly pay.

• Average Earnings Units Grouping: includes a new option to group non-annual averaging units by year when determining average earnings.

• Service Accruals and Group Codes: makes improvements in calculation of service accrual when Reported Amount group codes are used such that stop dates and transfers are better reflected.

• Portal Beneficiary Editing: supports editing of non-primary beneficiary data.

• Form 8955-SSA: includes new tool to automate the process of determining information submitted on the Form 8955-SSA.

• Portal Benefit Payment Editing: supports editing of benefit payment information from within the portal as well as allows for the display and editing of a benefit payment's deferred indicator.

• Deferred COLA Option: contains ability to specify a deferral period for a COLA for both annuity factors as well as conversion factors.

• Conversion Factor Popup Indicator: corrects issue where the conversion factor popup indicator was incorrectly disabled for some definitions.

• Remote Support: includes our remote support tool directly in the application for easier support access.

• SSN Changes on Import: corrects problem which could cause DB Precision to fail on an import when that import included SSN changes.

• QDRO Participants and Lifecount Reconciliation: includes new footnote that identifies QDRO participants on the lifecount reconciliation.

• GETDETAIL Function and Accounts: corrects issue where transactions classified as "Account Interest" were being treated as normal deposits rather than interest deposits when using the GETDETAIL function.

Version 2016.17.8.15 - Released 08/15/2017

• Prior Year Benefit Payments: fixes issues with last release when determining this amount on the snapshot where there were problems with non-level annuities, sponsors with multiple plans, and sponsor with no prior snapshots.

• Sponsor Document Screen: corrects issue on the Sponsor Document screen when there are Document Dates, where certain items on the screen were then not being properly populated.

• Actuarial Equivalence and Pre-retirement Mortality: allows for the specification of separate pre-retirement mortality for Actuarial Equivalence when calculating annuity factors that include a deferral period.

• Existing Plan Wizard: adds functionality for creating standard exports (benefit statements, benefit calculations, and election forms) to the Existing Plan Wizard (previously, this functionality only existed within the New Plan Wizard).

• Plan Notes Filter: fixes issue where the filter for Plan Notes was not being validated on dialog close (which could then cause a problem after saving the Plan Document).

• Portal Registration: adds support for Portal Registration when creating portal user IDs and passwords.

• System Settings: prevents users from assigning two database servers with the same name (could later cause problems transferring data between servers).

• Portal User ID/Password Creation: fixes an issue with the last release which could prevent users from being able to create user IDs and passwords when creating these for the entire plan sponsor.

• Long-period Reported Amount Allocations: corrects for problems that could occur when allocating Reported Amounts that are longer than 1 year to average earnings periods (generally would only occur with rates of pay that are not projected but rather projected to the calculation date).

• Person Calculation Results Detail: adds mortality table information to the conversion and annuity factor calculation results screens.

• Worktrack Task Limit: when processing Worktrack tasks that are limited by frequency, no longer includes cancelled tasks in the count of prior requests.

• Participant Name Suffix Changes on the Portal: now supports changes to name suffix made through the portal.

• Benefit Payment Set Vesting: when evaluating vesting percentage for a Benefit Payment Set, now explicitly measures the percentage at calculation date.

• Mortality Tables: splits the screen for mortality table entry into separate screens to simplify input. Also, now includes the identification of dependencies of Plan Actuarial Equivalence Definitions on each table.

• GETITEMDETAIL Function: corrects issue which could cause this function to incorrectly return zero amounts when determining details for an account.

• Add and Rename Icons: fixes display issue where the add and rename icons on the main toolbar could still appear as enabled after closing all tabs.

• Portal Status Determination: status displayed on the portal is now determined in real-time based upon current information provided (previously, status was determined based upon the last valuation snapshot that was run).

• Portal ODBC Driver: the ODBC driver now only needs to be installed on Portal Controller machines (prior to this release, this driver needed to be installed on any machine that would need to access the portal for password resets, user ID creation, etc.).

• Valuation Snapshot Compare: corrects issue when a snapshot compare was run and an SSN change was detected where the pre and post change SSNs were displayed as the same value.

• Sponsor and Plan Parameters Output: includes new View in Excel option for both plans and sponsors whereby the parameters for each can be output and viewed in Excel.

Version 2016.17.7.1 - Released 07/02/2017

• Reported Amount Sorting and Reported Amount Lookup: when looking up a Reported Amount where there are multiple amounts on the same date (due to a termination date cap on amount effective and stop dates), now looks up based upon the latest of all amounts reported (based upon unadjusted effective date) as of that date. Prior to this version, DBP was using the earliest reported amount.

• Duplicate Portal Benefit Requests: corrects issue where when checking for duplicate Worktrack Requests upon portal request submission, tasks which had no history (other than the actual request itself being made) were incorrectly being ignored.

• Duplicate Portal Benefit Requests: now allows for requests with the same calculation and payment start date if each request is for a different plan.

• Plan Document Rename: now allows document and plan number to be changed by renaming the tree item for that document with the Plan Sponsor.

• Portal Request Limits and Multiple Plans: for Worktrack Requests that have per-period limits, DBP now separately applies limits for each plan (for when a sponsor has multiple plans).

• Deleting History in Worktrack and Completion Date: when a row of history is deleted for a Worktrack Task, the completion date for that task is now removed.

• Snapshot Prior Year Benefit Payments: DBP now measures and stores benefit payments for the prior year on the snapshot to help with gain/loss analysis for the actuarial valuation.

• New 2D Tables Added: adds support for MP-2014, MP-2015, and MP-2016 mortality improvement tables.

• New Plan Wizard Option: includes new option when running the new plan wizard to use stored benefits for terminated vested participants.

• PIA Level Income Benefit Option: now requires that the Annuity Factor Definition selected for benefit equivalence be an immediate annuity.

• Data Cleanup Wizard Processing: corrects issue when running the data cleanup wizard where a database error would occur if nothing had previously been saved within DBP prior to running the wizard.

• Worktrack Display and Report: now properly indicates calculation types along with dates and ages on both the Woktrack detail screen and Worktrack report.

• Portal Security Changes: includes changes that are consistent with portal's new security design.

• Data Request and Reported Amounts Formatted as Text: now properly displays amounts formatted as text on data requested (previously, these amounts displayed as blank on the request).

• Data Validations - Hourly Rates of Pay: corrects issue which was causing problems (both determination and performance) when validating year-by-year hourly rates of pay (as defined on the Custom Errors screen of a Validation Definition).

• Worktrack Emails: when placing a task on or off hold as well as when cancelling a task, corrects problem where the task creation date specified in the email sent was incorrect.

• Rename/Save Problem: corrects issue where after renaming an item within a tab, subsequent changes made to that tab could then not be saved.

• Snapshots and COLAs After Valuation Date: fixes problem where COLA increases after the snapshot date were incorrectly being reflected in the benefit amount stored for the snapshot.

Version 2016.17.6.1 - Released 06/02/2017

• System Settings Maximum Version: includes a dropdown displaying valid version number, and also no longer allows invalid version numbers for this screen item.

• Manage Backups: allows users with View access to sponsor backups to still be able to delete prior backups.

• Lifecount Reconciliation: now properly displays transfers-in and transfers-out on the lifecount reconciliation when filtering results on group code.

• License Administration: removes all references to Marx USB key as licensing is now Internet-based.

• Benefit Payment Set Valuation Extract: allows users to directly include accrued benefit for a Benefit Payment Set (previously needed to create a Formula Derived Item which then referenced the Benefit Payment Set to do this).

• System Settings Screen: corrects problem where changes to both standard extract headers and default naming were not being saved when changed on the System Settings screen.

• Portal Newsfeed Start/Stop Dates: allows for the specification of start and stop dates for newsfeed items.

• Late Retirement Actuarial Increases: corrects issue where DB Precision could become unresponsive when calculating late retirement increases past age 70 1/2.

• Benefit Payment Export: when exporting benefit payment information, users can now specify the index of the payment (where 1 is the most recent, 2 is the second most recent, etc.). Prior to this release, only the most recent benefit payment information could be exported.

• Exports and Macros: when exporting for an Export Definition within a Plan Document, where both a macro has been specified and where results are being saved to the document archive, that macro is now executed separately for each previously (previously, the macro was only executed once which worked for participant-level exports but not plan-level exports).

• Hours Equivalencies and Elapsed Time Minimums: now supports elapsed time minimums for service definitions that use hours equivalencies.

• Hiding Participant Status on the Portal: includes new option to hide participant status on the portal.

• Service and Final Period Rules: a new option has been added to the Service Provision screen which allows users to require that a service sub-period contain an actual termination date in order to be treated as a final or last period.

• Portal Password Requirements: prevents passwords less than 6 characters in length (consistent with the switch to Microsoft ASP Identity).

• New Plan Wizard: now integrates with standardardized Word documents to produce complete Export Definitions AND documents when running the New Plan Wizard.

• Service Eligibility prior to Hire Date: allows for service dates to precede original hire date when eligibility has been coded to explicitly allow for this.

• Beneficiary Selection when Calculating and Exporting: includes new dropdown for beneficiary selection when calculating and exporting for a person (previously always used first of five possible beneficiaries when calculating).

• Reported Amount Projection: changes the way that Reported Amounts are projected to improve calculation performance, particularly for amounts with reporting frequencies that are greater than annual.

• Data Cleanup Wizard: includes new option to identify non-employment historical dates that are prior to original hire date.

• Person Worksheets and Text Amounts: no longer allows Reported Amounts that are formatted as text to be added to a Person Worksheets (because only numeric values can be displayed within a Person Worksheet).

• Adds Grid Button to Person Transaction Log: includes a Grid button to allow transaction results to be copied to another application such as Excel.

• Includes Ability to Export Company Name and Website: these two items can now be included in an export.

• Average Earnings Reported Allocation - Worked Day in Month: when allocating earnings to a monthly Average Earnings Definition based upon whether a participant worked a day in a month, DBP no longer allows more than one Reported Amount to be allocated to any given month.

• GETAVGDETAIL Function: corrects for error which could occur when using this function when there are no earnings amount included in a participant's average.

Version 2016.17.4.24 - Released 04/25/2017

• User Group Standard Rights: fixes problem which was causing DBP to become unresponsive when opening the Standard Rights screen for a User Group.

• Person Worksheet Save: prior to this release, if a column within a Person Worksheet was moved or deleted and then saved, a warning message stating that the worksheet needed to be saved would appear (even though the item had already been saved).

• Valuation Snapshots and Non-accruing Participants: when determining non-accruing participants in a snapshot, DBP no longer recognizes elapsed time minimums when evaluating which participants accrue service. Prior to this release, the first two determination options for non-accruing participants were recognizing elapsed time minimums when evaluating.

• Popup Annuities: popup annuities are now distinguished with their own payment form (10) on both the data request and valuation snapshot.

• Email Storage of Worktrack Requests on Portal: if the email documenting the creation of a Worktrack task is unable to be saved, this is now logged in the portal's transaction log.

• Lifecount Reconciliation: includes details of the footnotes on the main lifecount reconciliation page when extracting those results to Excel.

• Worktrack Task Creation: properly stores the Sponsor Contact's ID when a Worktrack task is created by a Sponsor Contact on the portal and there is more than one contact for a sponsor.

• Opening a Sponsor: corrects issue where either an error would display or DBP would become unresponsive when opening a sponsor where no sponsor was selected on the Open screen, and where there was only one plan sponsor loaded on the user's network.

• Worktrack Creation Validation: prevents payment start date from ever preceding calculation date when both are specified (prior to this release, payment start date could precede calculation date when making a request if one was specified as a date and the other as an age).

• Participant Validation and Orphaned Database Records: includes coding to protect against application failure for when a participant's information is validated or saved, where there are orphaned Reported Amounts for that participant.

• Sponsor-only Worktrack Tasks: allows documents to be added and viewed for sponsor-level Worktrack tasks.

• Actuarial Valuation Data Display: corrects issue in which calculated plan items would not display properly on the Actuarial Valuation Data Detail screen for a Person (Reported Amount values would display instead).

• Earnings and Valuation Extract: now properly handles earnings in valuation extract when pay is reported on a calendar year basis but snapshot date is not calendar year.

• Partial Years Earnings Treated as Full Year: no longer excludes partial years when measuring earnings for partial periods that are to be treated as full years where the earnings period would otherwise have been rounded to zero.

• Compatible with Upcoming Portal Security Design Change: this version of DB Precision is compatible with an upcoming upgrade to the portal's security model.

• Service Hours Equivalencies and Date Determination: properly allocates hours equivalencies amounts over the entire year rather than all at the start of the year to correct for issues with date determination for dates that reference a Service Definition that uses hours equivalencies.

• Portal Controller Log: correct for display issues when a log message includes more than 255 characters.

• SQL Server 2016 Support: includes database support for SQL Server 2016.

Version 2016.17.3.7 - Released 03/07/2017

• Export Definitions: includes new option when exporting to always treat the export date like a termination date for people when exporting.

• Average Earnings: corrects display problem when an average earnings definition uses monthly units and includes partial periods.

• Worktrack Requests: includes new option to store emails sent out when the request is made as an archive document.

• Data Transfer: limits access for users to this functionality to be the same as the access for restoring data.

• Person/Plan Notes: fixes issue where only one note was appearing if a person or plan had more than one note to be displayed (on open or calculation of that item).

• Average Earnings Periods: includes coding to prevent an average earnings period from ever dropping below zero.

• Beneficiary Name Import: properly separates middle name and name suffix when these are included in first or last names (similar to the current functionality for participant name).

• Portal Controller Log: includes additional detail for document-related transactions.

• Data Request: includes beneficiary name suffix on the data request.

• Data Cleanup Wizard: no longer displays a possible missing TV benefit warning when looking for missing TV benefits (where the box "Check Terminated Vested Participants for missing benefits and calculate amounts" is checked) and where the benefit for a person is dynamically calculated.

• Microsoft Word Documents on the Portal: corrects error displayed on the portal when a Word document (xlsx or xlsm) was viewed online.

Version 2016.17.2.9 - Released 02/09/2017

• SSN Changes: when changing a Person's Social Security Number, the archives associated with that Person are now properly updated (prior to this version, such documents were orphaned and no longer associated with the Person).

• Portal Listener: corrects issue that could cause the portal to be unable to properly display the selection of multiple plan documents when calculating benefits.

• Internet-based License Support: adds new optional Internet-based licensing option which removes the need for installation of the hardware license key (Marx key).

• Beneficiary Import: cleans up name and address information for beneficiaries prior to applying to the database such that the import of information that is all in caps for example will now be imported in proper case.

• Opening Participant by SSN in Portal: prevents the opening of a Person by SSN within the portal when there is no historical dates or benefit information for the opened sponsor.

• Document Upload with Worktrack Request: emails are now sent to specified users when a document is uploaded as part of a Worktrack request.

• Opening an Unsaved Worksheet: when opening a Person Worksheet within a Sponsor that has not yet been saved, DBP now issues a warning/error.

• Portal Security: for Sponsors with multiple plans, DBP now allows users to choose plan number when generating user IDs/passwords within the Sponsor.

• Portal Security: if the web portal .csv is open when generating user IDs/passwords, DBP allows users to close the .csv file so that changes made on this screen are properly recorded.

• Social Security Calculation: when an employee has either no employment dates or earnings reported, and PIA is calculated, the calculation is no longer stopped as this was causing problems for plans with a PIA level income option.

• Valuation Earnings Projection: includes option to project/not project earnings for the valuation snapshot (had previously not allowed projected earnings amounts).

• Account Definition Export: fixes problem which could cause the account balance to not export properly (would export an older balance).

SIMPLIFY PENSION ADMINISTRATION
PENSIONSOFT CHANGE LOG
2018 DB PRECISION UPDATES
Current Beta Version

• New Operand - PROCESSNAME: adds new Formula Operand that allows users to reference the Export Definition name within a formula (ex. IF(PROCESSNAME = "exportEstimate", 1, 0).

• Status Determination: corrects problem where a person due a deferred beneficiary annuity who was also cashed out of his/her retirement annuity was incorrectly being determined to be lump sum cashout rather than as a deferred beneficiary.

• Server Explorer View: now correctly only displays servers that are currently logged in.

• Breaks-in-service: when the option to exclude service prior to five consecutive years of less than 500 hours is chosen, DB Precision now correctly excludes service when there are more than one of such periods. In addition, it now properly reflects hours amounts for determining such periods when something other than a Formula Derived Item is chosen for Hours.

• Lifecount Reconciliation: fixes problem where DBP could fail when running a lifecount reconciliation for plans with participants that have beneficiary SSN specified that match other beneficiary SSN within the plan (used to check for 5500 exclusions).

• Inconsistent Optional Benefits within Benefit Payment Set: prior to this release, if the options available within a Benefit Payment Set Definition were not consistent and an Export Definition refered to that definition, this could prevent users from being able to open the Plan Document without PensionSoft assistance.

• Sponsor Import: corrects issue where the application could stop responding on import if the option to only import existing actives was chosen and the first person in the import was not in the sponsor's group of people.

Version 2017.18.7.10 - Released 07/10/2018

• Item Explorer Loading: now begins when a tab is first opened rather than on first click of an item.

• Worktrack Tasks on the Portal: display Worktrack tasks on the portal's Worktrack list that were created over a year earlier but not yet been completed (previously, any task created over a year earlier was excluded from the portal's display).

• Sponsor Archive Folders: allows for the creation of archive folders on a plan sponsor level and then displays those archives grouped by those folders on the Internet Portal.

• Person Find: adds option to search by first name as well as last when trying to find a Person on the Open screen.

• Changing Servers: adds new button to the caption bar that allows for easy switching between servers after login.

• System Settings - Network Settings: corrects issue where driver letter / UNC path substitutions could not be saved on the System Settings screen.

• New Data Reports: adds two new standard reports. One for determining annuitants with ending certain periods, and another for determining participants receiving level income annuities that are about to change.

• Actuarial Equivalence Mortality Projection Blending: includes new option that allows for blending of male and female rates for two-dimensional mortality projection tables.

• Worktrack Expiration: includes ability to store this new type of date for Worktrack tasks.

• Task Details on Portal Request: task details may now be optionally hidden from the task request screen on the portal.

• Benefit Payment Override: no longer carries over this indicator when a new benefit payment is created for a Person.

• Conversion Factors and Popup Annuities: now allows for popup annuities to be determined for certain-period annuities.

• Internet Controller and Thread Restart: eliminates all Word and Excel processes on controller thread restart to reduce the risk of application instability.

• Formula Derived Item Circular Reference: fixes issue where calculator could incorrectly report a circular reference in a Formula Derived Item after encountering a separate issue in the formula.

• Formula Derived Item Portal Display: properly displays amounts that are dates using a date format.

• Plan Sheet Copying: fixes problem when copying one sheet to another smaller sheet where the cells that did not previously exist on the target sheet would not be stored on plan document save.

• Network Administrators: no longer requires that an email address or mobile contact be included when saving a Network Administrator.

• Reported Amount Import: corrects system error when importing text that contains an apostrophe to either a Reported Amount formatted as text or to the comment field of a Reported Amount.

• Reported Amount Import: fixes display problem on Import Results screen where a Reported Amount was reported as a change for Reported Amounts that have changed from text to numeric or numeric to text where there was a previously stored value that is no longer applicable.

• Import Speed: includes changes designed to improve import speed.

• Sponsor Companies: adds ability to store multi-employer companies within a plan sponsor.

• Sponsor Company Amounts: users can now store amounts for a sponsor on a company level (previously amounts could only be stored for people).

• Actuarial Equivalence Provision: includes new 120% FMT variable interest rate option.

• RPTAMTLOOKUP and Stop Date: corrects issue when looking up stop date for the latest amount could return a date equal to the day after the true final stop date.

• System Email Settings: fixes problem when incorrect settings were entered, and the Test button was then pressed while also now allows for empty password to be entered (for when validation on the SMTP email server is not required).

• Internet Controller and Latest Status for Multiple Plans: when determining latest eligible status to determine latest status, the controller now only looks at statuses for which the user has portal access.

• Creating New Reported Amounts on Import: uses a new method for importing new reported amounts to improve import speed.

• Remote Support Tool: includes updated remote support tool with latest enhancements to Splashtop SOS.

• Updated Standard Forms Package: includes updated standard forms package with updates to the special tax notice.

• Relative Value Override: corrects problem where relative value would not reflect the corridor (to indicate if amount was considered the same value) when an override was used for a payment option.

• Database Defragmentation: includes new tool that allows system and database administrators to defragment the database to improve database performance.

• Account Transaction Filter Formula: adds ability to apply a filter formula to account transaction (can be used to improve calculation performance by eliminating unnecessary calculations).

• Patch 1.01: Person Worksheet Save: fixes problem with Person Worksheet where saving multiple lines for one Person could result in an error.

Version 2017.18.4.17 - Released 04/18/2018

• Worktrack Task Emails: when emails are to be sent on task step completion or authorization, DBP no longer sends emails to the user updating the task if emails for all other portal users have been turned off for that step.

• Average Earnings Final Partial Period: includes new option to include the final partial year in the averaging if it will result in a higher average.

• Monthly Annuity Factor Option: adds new option to determine annuity factors as monthly amounts.

• Duplicate Worktrack Requests: for tasks that allow for duplicate requests, includes new option to delete all prior duplicate tasks for a person before creation of the new task.

• Snapshot Inputs: store all snapshot input entries rather than only the results and allow them to be viewable on the snapshot results screen.

• GETDETAIL Function: includes new optional parameter allowing for the specification of a determination date for purposes of determining the detail amount.

• Writing Errors to File on Import: corrects issue where the error file written when writing rows with errors to a separate file could be created with an invalid format.

• Item Explorer: makes additional corrections to Item Explorer to improve application stability for large plans.

• Application Stability: corrects some problems with application stability on the main screen.

• Resizable Dialog Boxes: adds the ability to resize certain dialog boxes.

• Moving Folders: corrects issue where moving folders could cause a folder and its items to all appear in the root folder.

• Archive Renaming: permits archive renaming that includes special characters when making changes within the main document tree.

• Sponsor Archive Changes: changes made to documents within the sponsor for export-generated and imported archives now flow through all participant archives (this had changed when archive documents were moved to the main document tree).

• Worktrack Description: ensures that Worktrack Task Definition descriptions are unique to avoid potential problems on task creation.

• Sample Participant Indicator: allows for participants to be designated as "Sample" such that they can be used for demonistration but not show up in things such as valuation extract files, life count reconciliation, data request, or standard client reports.

• Beneficiary Information: adds additional fields to beneficiary information that is stored including beneficiary allocation fraction, a comment field, benefit priority type (primary, secondary, etc), and a pre-35 spousal waiver indicator.

• Internet Controller: corrects issue for sponsors with multiple plans that could cause the Internet Controller to stop responding upon saving a participant through the portal.

• Participant Summary Details: fixes problem where Formula Derived Items that are included as participant summary details could fail to display as of the correct date (latest snapshot date versus login date).

• Formula Derived Item Tooltip: now includes portal information in tooltip if applicable.

Version 2017.18.3.21 - Released 03/21/2018

• Copying Worktrack Task Definition: corrects issue when copying a Worktrack Task Definition where the application would fail on copy.

• Adding and Deleting a Document: fixes problem where database error would occur on save if adding and then immediately deleting document from either a sponsor or participant.

• Portal Summary on Main Page: no longer requires that a snapshot be run for a participant in order to display all possible summary items (main portal page).

• PIA Level Income and Beneficiary: corrects issue where PIA level income option might not appear if spousal information was not provided.

• View Archive Documents: adds ability to view archive documents from the main tab.

• Archive Tooltip: adds detail to the main archive tooltip to help identify which documents are accessible within the portal.

• New Service Eligibility Option: includes new option to assume that all accrual conditions are met when an eligibility override start date is used.

• Match Report: replaces the dropoff report with a match report that non only displays dropoffs for files being imported but also displays new participants and matched participants.

• Date Import: adds new date import option to only use year value (and assume that month and day both equal 1).

• Beneficiary Name Import: corrects display issue where beneficiary name changes only due to difference in capitalization would incorrectly appear as name changes on the import results screen.

• GETBENLATEST: adds ability to get the stop date of a benefit payment when using this function.

• Historical Date Import: prevents users from importing a termination date that then replaces the only hire date for a person when there is also no benefit payment stored for that person (designed to protect against orphaning a person).

• New Address Validation: includes new a validation warning for when a participant is indicated as being unlocatable but has an address stored.

• Person Validations: adds ability to hide validations error-by-error so that they do not show up when running future validations.

• Range Validations: corrects issue when running validations which could result in range validation errors when there should have been no error reported.

• Status Determination and Return of Contributions: if there is a contribution start date or CSD, VSD, or DOP Override date that is after return of contributions payment date, DBP now disregards the payment for purposes of status determination.

• Import Conversion Screen: corrects issues with Import Item Conversion Screen where blank amounts could be entered and where decimal values were being rounded to the nearest integer.

• Item Explorer: corrects problem where Item Explorer would cause the application to stop responding on very large plans (over 500,000 participants).

• Item Explorer: includes changes that will improve application stability and the speed that Item Explorer loads.

• Social Security Level Income Options: allows for the specification of an actuarial equivalence measurement date that is other than payment start date (previously, actuarial equivalence was always measured on payment start date regardless of the underlying annuity factor settings).

• Citrix XenApp Compatibility: allows for the hummingbird icon to be hidden when running under Citrix XenApp to avoid remnant application from being created (the hummingbird icon) that then could cause problems on re-login.

• Daylight Savings Time: corrects for possible time stamp distortion issues on the Internet Portal log resulting from differences in daylight savings time.

• Internet Controller and Read-only Files: enables Internet Portal Controller to properly export to Word when a file is set to read-only.

• Valuation Snapshot and Monthly Benefits Display: corrects issues when creating a valuation extract and data requests where PIA Level Income, Joint Life with Popup, and Joint and Last Survivor payment options were displaying as annual amounts when monthly display was chosen.

• Beneficiary Address Export: when exporting beneficiary address, if beneficiary address is indicated as being the same as participant address, now properly exports participant address rather than blank.

• Item Explorer and QDRO Participants: separately groups QDRO participants within Item Explorer for easier identification.

• Late Retirement and Segment Rates: makes adjustment to late retirement to allow segment rates to be used when using the floating PPA basis. Note that the option "PPA Segment Rates" must be chosen for the option "Rates Level by Age".

• Archive Images: allows users to select the file path/name first where the file type is then selected based upon the file that is chosen.

• Average Earnings Amount Allocation: adds a new way to allocate reported amounts such that they are allocated based upon working days in a month.

• Service Determination: adds a new way to calculate elapsed time credited service where service is determine for a partial month based upon working days in that month.

• Import Files with Duplicate Rows: when duplicate SSN rows within a file should not be imported, and rows with critical errors are to be ignored, the import is now allowed to continue and all duplicate rows are indicated as having critical errors (rather than stopping the import on the first duplicate row).

• Person Transaction Log: includes changes to this screen including a Person Notes filter option as well as a check/uncheck all filters button.

Version 2017.18.2.5 - Released 02/05/2018

• Suspension of Benefits Date and Unable to Locate Information: these items may now be both imported and exported for individuals.

• Sponsor Import Wizard: includes the ability to add blank columns when using the Import Wizard and also allows for users to select multiple employment and termination dates within this wizard.

• Sponsor Import and Reported Amounts: includes changes to enhance the speed of saving large numbers of reported amounts on import.

• Sponsor Import and Possible SSN Changes: hides this warning for new participants if no possible SSN changes were detected on import.

• Joint and Last Survivor Payment Form: includes the ability to store a new payment form for benefit payments, Joint and Last Survivor, where the benefit drops on either the participant or beneficiary death.

• Benefit Payment Screen: includes enhanced display and selection for beneficiary information on the benefit payment screen.

• Sponsor Validations: uses simplified validation messages and removes redundant type descriptions from the error description.

• Sponsor Validations: reduces the number of allowable errors for corridor and missing items for each reported amount to 10 in order improve performance.

• Sponsor Validations: when a validation definition is used for running participant validations, only validates selected items to improve performance.

• Participant Archive Documents: corrects issue with last release which would cause a problem viewing an archive document immediately after creating it using an export within a participant tab.

• Late Retirement and Segment Rates: when accumulating using the method "Mortality, but interest only during the accumulation period", where segment rates are referenced, now uses the first segment rate (rather than the 30-year treasury rate).

• Person Change Log: corrects issue where transactions displayed for a Person that existed in multiple sponsors was including transactions for all sponsors (only transactons for the opened sponsor now display).

• 2019 417(e)(3) Mortality: updated to include 2019 417 mortality rates.

• Annuity and Conversion Factor Display: now displays the mortality year when floating 417(3) mortality is chosen.

• 415(b) Display: corrects display issue on 415(b) limit screen which could cause the lump sum amount and factor shown to incorrectly appear for plans with a small benefit cashout (note that this issue did not impact any previously calculated values).

• Portal Participant Summary Formula Derived Item Display: includes support for new portal feature allowing Formula Derived Items to be displayed on the portal.

• Space-Delimited Imports: fixes issue where spaces included in participant SSN were causing the import row to be skipped when importing a space-delimited file.

• User Rights Exceptions: corrects issue with last release where the application would fail when displaying a tooltip for a User Rights Exception for a User where the User was part of a User Group.

• Sponsor Transaction Log Detail: fixes issue where benefit detail was not appearing for added benefit payments.

• Person Worksheet Date Filter: when an invalid date filter is entered on Person Worksheet item, DB Precision now properly forces the date to be a valid date or returns an error.

• Sponsor Portal Security Screen File: corrects a display issue for participant status on this file for participants that should no longer have portal access.

• Exporting Middle Initial: fixes export problem when exporting middle initial for participants with no middle name.

• Portal Name Changes: when a name change is made through the portal, an algorithm has been added to the portal controller that determines whether the change requires that a new name be added due to marriage (rather than changing/correcting the existing name).

• Skipped New Participants on Import: when only existing participants are to be included when importing, all otherwise new participants are now included in the skipped rows display.

• Provides Option to Allow for Duplicate Worktrack Requests: a new option has been added that allows for duplicate portal Worktrack Requests (same calc date, ACD, and plan).

• Next-highest Coinciding Month Age Rounding: makes an adjustment to age rounding for annuity factors and CAF factors when age is rounded to the next-highest coinciding month such that when day values are equal for birth date and payment date, the calculation does not ever include an extra month.

• GETEARLYADJUST Function: adds support for a new method for determining early reduction when using this function - calculating early reductions factors at integer ages and then interpolating.

• Cashout Date on Lifecount Reconciliation: when a person is cashed out after receiving a return of employee contributions, now properly shows the cashout date on the lifecount reconciliation.

• Calculation Results Reported Amount Screen: adds grid button to this screen for easier checking.

• Average Earnings Grouping: adds support for weekly earnings when grouping earnings amounts by year.

• Grouped Average Earnings and Career Lookback: fixes problem where the application would fail with grouped earnings amounts and career lookback.

• Allowable Average Earnings Lookback Period: increases the number of lookback units from 260 to 520 (to allow for 10 year lookbacks and weekly average earnings).

• Weekly Average Earnings Periods: similar to bi-weekly periods, ensures that all weekly averaging earnings units begin on a Sunday and end on a Saturday.

• Averaging Period End Date Adjustments and Averaging Units: corrects issue where new averaging periods would not be created after final termination date when averaging period end date adjustments were to be made.

• Benefit Payment Calculation Override: adds new option for participant benefit payments where calculated accrued benefits can be overriden with the stored benefit payment amount (without needing to separately code for this using GETBENLATEST).

• Text to Numeric Conversion on Import: includes the ability to convert Reported Amount primary and secondary additional identifiers from text to numeric on import (previously could only convert the amount itself).

• Multiple Import Record Layout Row Identifier: this may now include semi-colons to allow for multiple file values for a single layout type.

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PLANNED ENHANCEMENTS
Planned DB Precision Enhancements

• Benefit Calculation Results: add ability to view a participant's benefit calculation results (from the calculation screen) in Word and/or Excel.

• PenChecks Integration: allow check writing using PenChecks payment services from within DBP.

• Unusual Portal Activity Detection: enable algorithm to detect unusual portal user activity (to protect against a user with stolen login credentials).

• QDRO Indicator and Amounts: create a way to store QDRO information that does not rely on reported amounts.

• Export Results Storage: add the ability to store results for plan level exports and also compare the results from two exports.

• Restricted Lump Sums under PPA: automate 60%/80% funding percentages impact on benefits and lump sums.

Possible DB Precision Issues

• None outstanding

Web Portal Enhancements

• Internal Help System: add detailed help popup window that varies content based upon web portal settings that vary by plan sponsor. Also allow for users guides that can then be linked for sponsors.

• Compensation and Benefit limits: add an option that makes this increase assumption a function of the salary increase rate provided by the user on the web.

• Worktrack and Benefit Elections: allow for the display of benefit options and allow users to indicate which benefit option is to be paid within a task.

• Worktrack and Benefit Calculations: allow users to populate Worktrack benefit options by running benefits on the web.

Web Portal Fixes

• None outstanding

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