The following is a list of all of the screens that are available when editing a Plan Sponsor:

• Sponsor Basic Information: contains information on the Plan Sponsor such as EIN and name.

• Plan Document: contains basic Plan Document information such as plan name and number. Multiple Plan Documents are possible within a Plan Sponsor.
• Document Date:  used to indicate when certain notable plan specific events occur (if any) for this plan, including changes in top-heavy status, changes in plan year, a plan freeze event, or attainment of key Funding Target Attainment Percentage thresholds for benefit restriction purposes.

• Sponsor Contact: used to enter information such as name and address for contacts of a Plan Sponsor. Multiple contacts are permitted.

A Reported Amount is a unique data item created for this Plan Sponsor which is loaded into the system either from time to time or at regular intervals. Examples include earnings, hours worked, and frozen accrued benefits. Standard data items such as name, sex, address, and retiree benefit information, as well as Historical Dates like date of hire and date of termination are not Reported Amounts.

• Reported Amount:  for detailing the specific features of a Reported Amount.
• Reported Amount Text Conversion:  used to convert numeric values stored in the system to text for display purposes whenever this Reported Amount is viewed.

• Import Definition:  used to define the basic rules for loading data (i.e., Person information) into DB Precision using a specific import file.
• Import Row:  details the actual layout for a row of data within the import file. This is also known as the Import Provision Screen.
• Sponsor Import Wizard:  helps speed up the process of creating an Import Row/Provision by allowing for quicker selection of fields or by analyzing the header of an existing file for possible import items.
• Import Item:  used to provide details regarding a specific data item included in the import. There are three basic types of Import Items - Basic, Historical Date, and Reported Amount.

• Assumption Definition:  for providing a basic description of a calculation assumption set.
• Assumption Provision:  used to define the actual assumptions included in this set.
• Assumption Reported Amount:  used to detail the specific assumptions for projecting a Reported Amount beyond the calculation date.

• Person Worksheet:  used to define a customized spreadsheet view of the data for viewing, editing, or exporting from the system.
• Person Worksheet Column:  to further define the filter and sort criteria, as well as other parameters for displaying a data item in a Person Worksheet.

• Task Definition:  for creating the structure for a Worktrack Task, including task steps, email notifications, and web portal access rights. The Task Wizard is a useful tool to simplify this process.
• Web Portal Configuration:  used to customize the document request menu on the Web Portal.
• Task Definition Step:  defines the requirements for a specific step, including which users are able to complete the step, alerts to be sent if it is not complete, and email notifications for once it is done.

• Deposit Institution/Payee Information:  to indicate sponsor-level payee information.
• Deposit Institution/Payee Detail:  used to indicate details for bank and account information used in the processing of benefit payments.