Automated IRA Plan Creation

Product Info Sheet


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This program creates IRA Plans and determines distribution order of the accounts and suffixes within the Plan.

The assignment of accounts to a plan is based on matching IRA types and beneficiaries. Once the accounts in the Plan are defined, distribution order is determined based on dividend rate (lowest rate will be distributed first).

Also included: Beneficiary SSN Updates

The purpose of this program is to update the SSN in beneficiary records that have no SSN. The program attempts to find another Beneficiary record for the same account where the name matches and there is an SSN. When a match is found the missing SSN is updated.