Introduction

• Overview
• Opening DB Precision
• Getting Started
• System Objects
• Plan Coding Basic

Sponsor and Plan Setup

• Conversion Overview
• Conversion Items Needed
• Conversion File
• Creating a Sponsor
• Reviewing the New Sponsor
• Creating a Plan Document
• Plan Document Basics
• Reviewing the New Plan
• Creating an Import Definition for Initial Import
• Importing the Initial Data
• Running the Initial Snapshot
• Matching Imported Columns
• Plan Coding
• Export Definition Setup
• Portal Setup

Valuation Data

• Valuation Data Overview
• Data Request
• Backing Up Participant Data
• Importing Data
• Running the Snapshot
• Data Reconciliation
• Data Validation
• Benefit Statements
• Portal User IDs

Benefit Calculations

• Benefit Calculation Overview
• Data Input
• Benefit Calculations
• Exporting Calculation Results
• Exporting Group Results

Advanced Topics

• Importing Data
• Person Worksheets
• Calculation Assumptions
• Average Earnings
• Service Definitions
• Cash Balance Plans
• Contributory Plans
• Social Security
• Plan Sheets
• Export Definitions
• Archive Documents
• Worktrack Setup
• Defined Contribution Modeling
• Online Forms