PensionSoft Help - Getting Started

Data

Creating a New Participant: describes how to manually create a new participant.
Importing Data: describes how to import data for a file that you received.
Crossover Participants: describes what data is shared for crossover participants across multiple sponsors.
Working With Larger Plans: this topic describes issues that users might face when working with larger groups of participants.
Sponsors with Multiple Plans: provides answers to common questions when working with sponsors that have multiple plan documents.

Calculations

Benefit Calculations: explains how to complete a benefit calculation using DB Precision.
Exporting Calculation Results: shows how to export results to produce a benefit calculation or election forms package for a participant.
Benefit Statements: shows how to produce annual benefit statements in DB Precision.

Exports

Mail Merges: topic which provides help on adding merge fields to your Word document.
If Statements: topic which provides help on adding conditional language to your Word document.
Macros: topic which provides help on writing Word macros when doing your export.
Adding If Statements to Macros: topic which provides help on adding conditional language to your macro.
Adding Charts to Exports: topic which provides help on adding charts to a Word document.
Macros and Multiple Participants: describes possible issues when running macros for mail merges that involve multiple participants.
Macros and Bookmarks: describes how bookmark tables can be manipulated using macros.

Valuation Data

Status Determination: details how the system determines each participant's status based upon their data.
Status Determination and Frozen Plans: describes how to indicate that participants are still accruing a benefit when credited service is frozen.
Valuation Snapshot: walks through how to run a Valuation Snapshot and produce an extract file from DB Precision.
Valuation Extract Layout: provides a full layout of the file that is produced upon running a Valuation Snapshot.
Lifecount Reconciliation: shows how to produce a report which reconciles data between two valuations.