A new version of DB Precision has been released. To view the changes included with this update, go to the PensionSoft Change Log.
Important notes for this update
Auto Updates Disabled: Auto-updates with this release are disabled. Unlike prior releases, users that have not yet updated to this new version will not see notifications indicating that their version of DB Precision is out-of-date.
Microsoft made a change recently that impacted the DB Precision auto-updates feature and installations of patch 1.01 or higher of this version will be able to auto-update again with the next release.
Therefore, Users will need to update to version 2026.26.5.7 using one of the other methods described below.
Missing Data Definitions: Includes a new option where users can create Missing Data Definitions for a plan and then reference these definitions when running calculations.
Doing so then allows users to define missing data via formula rather than needing to create fake/dummy data.
Person Identifiers: Includes Sponsor-level option to not use SSN as the primary identifier for people.
Note that to enable this option, a Reported Amount of type Person Identifier must exist for the Sponsor. Also note that DB Precision will automatically assign a unique SSN that cannot be valid (starts with 999) to the Person but that all data imports will then use Reported Amount identifier.
Windows Active Directory User Mapping: When an Active Directory login is associated with more than one DB Precision user, that user will now be prompted to select which profile to load when opening the application.
Export Item Case Conversion: When exporting text information using an Export Item, there is a new option available to convert its case (upper case, lower case, or proper case).
Microsoft Office Support: This version changes the way that DB Precision interacts with Microsoft Word and Excel to improve compatibility and speed. However, with this change Office 2013 is no longer supported. If you have Office 2013 installed on a server, do not update that server to use this version of DB Precision.
Account Definition Change:
Upon adopting this new version, users may find that calculation results change if all of the following are contained in their plan setup:
Reported Amount Deposits: An Account Definition containing one or more Reported Amount-based deposits with "Transactions After Calculation Date" handling set to "Only create if referenced by CALCULATE function".
Deposits After Termination: Person Reported Amounts with effective/stop dates after termination date
This type of setup would typically only be used when storing balance overrides that include an interest component. If the situation above applies to your setup, change the "Transactions After Calculation Date" handling of your Reported Amount-based deposit(s) to "Always create".
If you have access to run SQL queries, a list of possible plans in this situation can be generated by running the following:
SELECT pat.EIN, sp.Name, pat.PlanNumber, pat.Name, pat.RptAmtName, pat.EffectiveDate, pat.TransName
FROM (dbo.PlanAccountProvTrans pat INNER JOIN dbo.SponsorRptAmt sra ON pat.EIN = sra.EIN AND pat.RptAmtName = sra.Name) INNER JOIN dbo.Sponsor sp ON pat.EIN = sp.EIN
WHERE pat.OnlyIfEmployedInd = 0 AND pat.AlwaysAfterCalcDateInd = 0 AND sra.WithinEmployInd = 0 AND sra.IgnoreAfterCalcDateInd = 0
ORDER BY sp.Name, pat.PlanNumber, pat.EffectiveDate, pat.TransName
Update using latest setup file
Running the latest setup file is the easiest way to manually update an existing installation of DB Precision and is the method that we recommend. Our setup files are designed to simply overlay your existing installation. To update using this method, download the following setup file and follow the prompts.
Rather than running the setup file above, you can alternatively download all files that have been modified or added with this release and manually replace each of these files. Unlike prior releases where each file needed to be downloaded individually, we have instead combined all new files into a single zip file. This method may be preferred if using a scripted installation.
1) Download Updated Files:
download the following file to a temporary directory such as the User's Downloads folder and then unzip/extract. You will not be able to download directly to the Program Files folder.
If you have any problem downloading using this link due to security settings on your network and the file does not already have a .txt extension, copy the link to your browser's address bar but add ".txt" to the link text and once downloaded, remove the ".txt" from the file name.
The following updated files are included with this release:
Core Files (updates)
Pension.exe (updated main executable)
PenChecks.dll (updated PensionSoft dll)
PortalAPI.dll (updated PensionSoft dll)
SplashtopSOS.exe (updated remote support tool)
System Files (updates)
GemBox.Document.dll
HarfBuzzSharp.dll
Renci.SshNet.dll
WinSCP.exe
WinSCPnet.dll
System Files (new)
Interop.Microsoft.Office.Core.2.8.dll
Interop.Microsoft.Office.Interop.Excel.1.9.dll
Interop.Microsoft.Office.Interop.Word.8.7.dll
2) Unblock Downloaded Files: Unblock the downloaded zip file from step 1 above by doing the following:
Right-click the file name, DBP.zip, and select Properties from the resulting menu
On the General tab, press the Unblock button or check the Unblock checkbox and press OK.
3) Extract All Files to a Temporary Folder: Right-click the file name, DBP.zip, and select Extract All...from the resulting menu and choose a folder to extract to.
4) Copy All Extracted Files to Program Files: Copy all extracted files to the folder "C:\Program Files\PensionSoft\DB Precision". To complete this step, you will need either Windows Administrator rights or write-access to the PensionSoft Program Files folder for each machine being updated.
5) Test the Update: Launch DB Precision, log in, and confirm that you do not receive any message indicating the DB Precision is out of date.
