FAQ 788: DB/DC Combo - How to process reports

Problem: How do I print a DC/DB Combo Report?

Solution: Set up both plans and run valuations separately. Access the DC plan and go to Reports > Compliance > Multiple Plan Maintenance to select the DB plan to be paired with this DC plan. Next, go to Reports > Valuation > "DC/DB Combo" to print the report. Additional setup information can be found in the ASC > Help > Manuals menu by selecting the DB Reference Manual and reviewing the compliance chapters.