ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
+
+

Related Products

  • TriNet
    802 Ratings
    Visit Website
  • Rippling
    17,976 Ratings
    Visit Website
  • LTX
    141 Ratings
    Visit Website
  • Native Teams
    598 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • Kudoboard
    2,278 Ratings
    Visit Website
  • Click2Mail
    55 Ratings
    Visit Website
  • SurveyLegend
    1,866 Ratings
    Visit Website
  • Propel
    199 Ratings
    Visit Website
  • CompanyCam
    5,579 Ratings
    Visit Website

About

We have been administering COBRA for 25 years. In that time frame, with millions of COBRA qualifying events experienced, we have never been involved in a lawsuit. That is why you should subscribe to our services. When it comes time to remove an employee or dependent from your group insurance plan, notify the insurance carrier - then login and enter the individual's information. The law is specific on the information that must be provided in the letter to the employee (or dependent). Our notices meet the law's requirements and are personalized for each individual who experiences a loss of group coverage. The system will monitor each individual, letting you know if further attention is required. Keep your mind at ease, knowing that you have experts following your qualified beneficiary's time frame, payments and required notifications.

About

Are You Tired of: Reading about the new SECURE Act changes? Calculating RMDs on spreadsheets? Are you trying to track client RMD withdrawals to see if clients have taken them? Monitoring custodians who calculate some RMDs but not inherited accounts? Pondering which clients are Eligible Designated Beneficiaries (EDBs)? Wondering how to manage the new 10-Year Rule accounts? ProTracker RMD Allows You to Calculate: Successor Beneficiary options to facilitate the 10-Year Rule and continue the 10-Year Rule payout period for subsequent beneficiaries. A clear delineation of Eligible Designated Beneficiaries (EDBs), with special screens to track the 10-Year Rule Exceptions for spouses, chronically ill or disabled persons, children in school, and family beneficiaries within ten years of age of the decedent. A separate panel to track the expirations of 10-Year Rule accounts. A global 10-Year Rule Account screen to monitor all client accounts for expiration.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a Benefits Administration platform

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$379 per year
Free Version
Free Trial

Pricing

$895/user/year/1,000 RMDs
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

COBRAadminOnline
United States
www.cobraadminonline.com

Company Information

ProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com

Alternatives

Alternatives

Fringe Facts

Fringe Facts

Benefit Software
COBRA OnQue

COBRA OnQue

OnQue Technologies

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Claim COBRAadminOnline and update features and information
Claim COBRAadminOnline and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information