FAQ 2219: Webcast DB Top Tips Catalog

Problem: Do you have a list of all the DB Top Tips you've presented over the years?

Solution: You can download DB Cumulative List of ASC DB Top Tips Webcast Topics.pdf by clicking on the link below or download from the Client Support Center \ Documents section https://csc.asc-net.com/csc/asc_client/download/User%20Documentation/DB%20Cumulative%20List%20of%20ASC%20DB%20Top%20Tips%20Webcast%20Topics.pdf Below is a listing of all topics covered each year from 2015 to present. Previous years are not included in the listing below because most of those topics have been updated in a more recent year's webcast. ------------------------------------------------ 2025 ------------------------------------------------ #1 - Employee Imports with ASCript #2 - Coding for Early Retirement Benefits and Liabilities #3 - Quarterly and Discounted Contribution Calculations and Reporting #4 - Working with ASC Wizards #5 - Deceased Participants and Beneficiaries #6 - Table Maintenance Functions - Calc Annuity, PVFs and Commutation Factors #7 - At-Risk Calculations in ASC Appendix - Annual Reminders for System Maintenance Appendix - Annual Reminders for Self-Study Resources Appendix - DB Cumulative List of ASC DB Top Tips Webcast Topics ------------------------------------------------ 2024 ------------------------------------------------ #1 - Update to New Period Calculations #2 - Standard and Custom Employee Data Checks #3 - New MultiDecrement Sample Life Report #4 - Cycle 3 Importing Plan Specifications from DGEM Documents #5 - Cash Balance Proposal System for Tested Plans #6 - Cash Balance Plans - Assumptions and Calculations Overview #7 - Using a DB Plan to Create Tables of APRs and PVFs #8 - Plan Specification User Text Fields #9 - Plan and Employee Notes Programming and Reporting Appendix - Annual Reminders for System Maintenance Appendix - Annual Reminders for Self-Study Resources Appendix - DB Cumulative List of ASC DB Top Tips Webcast Topics - 2013 - 2024 ------------------------------------------------ 2023 ------------------------------------------------ #1 - Employee VALPPA Reorganization #2 - PPA Fund to Lump Sum (FUNDTOLS) Reporter Report #3 - Importing Plan Specifications with ASCript #4 - Testing Compensation Enhancements Appendix - Annual Reminders for System Maintenance Appendix - Annual Reminders for Self-Study Resources Appendix - DB Cumulative List of ASC DB Top Tips Webcast Topics - 2013 - 2023 ------------------------------------------------ 2022 ------------------------------------------------ #1 - Portable Copy and Copy Plan Menu Options #2 - ASOP and Additional Disclosure Options #3 - Using ASC Locations Programming #4 - ASC Programming for COLAs #5 - DC/DB Combo Plan Reporting #6 - Granting Pre-Effective Date Accruals #7 - Cash Balance Plan Unitized Minimum #8 - DB Grids and Formulas Appendix - Annual Reminders for System Maintenance Appendix - Annual Reminders for Self-Study Resources Appendix - DB Cumulative List of ASC DB Top Tips Webcast Topics - 2013 - 2022 ------------------------------------------------ 2021 ------------------------------------------------ #1 - American Rescue Plan Act of 2021 #2 - One Participant DC Cash Balance Plan Proposal #3 - ASC-715 Basics in ASC #4 - Participant Termination/Optional Forms #5 - DB Pattern Plans Overview #6 - Extended History #7 - Average Compensation Overview #8 - Traditional Benefit Formula Coding #9 - Participant Reconciliation with Grids and Formulas ------------------------------------------------ 2020 ------------------------------------------------ #1 - Changing Valuation Dates #2 - Coding Postponed Retirees #3 - CARES Act for DB Plans #4 - Using Force All Benefits #5 - Exporting Plan Specifications with ASCRIPT #6 - Importing Plan Specifications from DGEM Documents #7 - At-risk Coding for 1st Year Cash Balance Plans (Updated 2025 - #7) #8 - Plan Termination/Optional Forms Enhancements for Cash Balance Plans #9 - Interest Rate Basics for Cash Balance Plans #10 - ASC Defined Benefit Learning Resources ------------------------------------------------ 2018 ------------------------------------------------ #1 - Starting Dates for Benefit and Valuation Calculations #2 - Status Codes Overview #3 - Application of IRC 415 Limits and Annuity Substitution #4 - New PPA Report Enhancements #5 - Compliance Testing for BOY DB and EOY DC Plans #6 - Takeover Plans #7 - Checking Individual Calculations #8 - SB Attachment Reporting (Updated 2025 - #3) #9 - Short Plan Year Programming and Reporting #10 - Importing Tables in Table Maintenance ------------------------------------------------ 2017 ------------------------------------------------ #1 - Housekeeping #2 - FASB / ASC - 715 Reports #3 - Using Grids and Formulas #4 - Combined DC/DB Participant Statements #5 - Schedule SB Attachments #6 - New PPA Report Options #7 - Quarterly Contribution Reports (Updated 2025 - #3) #8 - IRC 401(a)(4) Component Plan Testing #9 - DB/DC Combined Plan Reporting #10 - Short Plan Year Programming and Reporting ------------------------------------------------ 2016 ------------------------------------------------ #1 - Coding and Valuing Postponed Retirees (Updated 2020 - #2) #2 - Using the new SOA Mortality Tables and Generational Projection Scales #3 - Cash Balance Assumptions Coding Tips (Updated 2024 - #6) #4 - Discounted Receivable Contributions for EOY Valuations #5 - Employee Statements #6 - PBGC Premium Report Additions #7 - Using Reporter to Customize an ASOP Disclosure #8 - Optional Forms Calculation of 415 Lump Sums #9 - Potpourri I #10 - Potpourri II ------------------------------------------------ 2015 ------------------------------------------------ #1 - New Cash Balance Formula Options #2 - Allocation of DB Contribution on DC/DB Combo Report #3 - 401(a)(4) Rate Banding #4 - PBGC Report for 2014 and Beyond #5 - Present Value and Benefit Comparison Reports #6 - SB Information Report Additions #7 - PPA Cushion Calculations #8 - Coding Postponed Retirees (Updated 2020 - #2) #9 - New Omit Pre-Entry Compensation Calculations #10 - Weekly Patches and Monthly Segment Rates