PensionSoft Help Center

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Find clear guidance for the PensionSoft products you use every day.

Popular: installation valuation portal formulas

DB Precision Guides for setup, data, calculations, and day-to-day administration. Secure Pension Portal Configuration, security, users, exports, and sponsor workflows. DBPXL Excel Add-in installation, functions, formulas, and settings.

Need help with a specific DB Precision screen? Browse the DB Precision Screen Index for field descriptions and guidance organized by screen.

New in DB Precision Help

Valuation Liability Extension

Explore the New Valuation User Guide Set up assumptions and benefit items, run valuations, review results, and understand the actuarial methods behind each calculation.

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Common topics

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Interface OverviewLearn your way around DB Precision. Sponsor and Plan SetupCreate and review a sponsor, plan document, and initial population. Benefit Calculation GuidePrepare participant data, calculate benefits, and deliver results. Frequently Asked QuestionsAnswers to common DB Precision questions. Ribbon Command ReferenceFind each DB Precision command by ribbon tab and panel. Installation GuideReview requirements and follow the server and client installation sequence. DB Precision User AdministrationManage users, groups, access rights, and administrators. Formula Function ReferenceBrowse available DB Precision formula functions.

DB Precision areas

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Person DataHelp for creating and maintaining employee and plan participant information. Plan SponsorHelp for creating and maintaining Plan Sponsor information. Plan DocumentHelp for coding Plan Documents and reviewing plan-screen field definitions. Users and SecurityHelp for setting up and maintaining DB Precision users, groups, access rights, and administrators.

Formula help

Formula interface

Formula functions

Syntax HighlightingConstants appear in red, operators such as formula functions appear in green, operands appear in blue, and parenthesized items appear in purple. AutocompleteFormula boxes can display suggestions while you type. Select a suggestion with the mouse or keyboard to complete the item. Tooltip HelpHover over a formula item to see a tooltip describing the item and, for functions, the required parameters. Parenthesis ColorizationMatching left and right parentheses use the same color to make nested formulas easier to read.

Support

Remote support

Download SplashtopSOS

Start with support: Call 860.540.3690 and choose option 2 to speak with a PensionSoft Support Specialist.
Launch the support tool: Download and run SplashtopSOS to temporarily allow a support specialist to access your machine.
Share the code: SplashtopSOS displays a nine-digit code. Provide that code to the support specialist so they can connect.
End the session: Close SplashtopSOS when the support session is over; PensionSoft can no longer access the machine after it is closed.
Connection problems: Remote support connection issues are often caused by firewall settings. Review Splashtop firewall settings if the tool cannot connect.