Fringe Facts

Fringe Facts

Benefit Software
ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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About

Gives you the power, ease of use, and flexibility to improve employee benefits enrollment and communication processes. Fringe Facts Online is a powerful and cost-effective suite of web-based services customized to your specifications using your benefit rules, codes, and method of administration. Offers complete employee benefits enrollment and self-service for open enrollment, new hires, qualifying events, and status changes. Allows employees to enroll in their benefits, add or change dependents, and beneficiaries, view or print benefit confirmation statements, update personal information, find the answers to frequently asked questions, and more from home, work, or anywhere they have access to the Internet - 24 hours a day, 7 days a week. Includes Flexible Spending Account, 401(k) or 403(b) calculators, online surveys, HR and benefit forms, Summary Plan Descriptions, billing confirmations, and more.

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 Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to improve employee benefits enrollment and communication processes

Audience

Firms that need to calculate Required Minimum Distributions (RMDs)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$895/user/year/1,000 RMDs
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Benefit Software
www.ebix.com/fringe_facts_online

Company Information

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

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
Fringe Facts

Fringe Facts

Benefit Software
Benefitsolver

Benefitsolver

Businessolver

Categories

Categories

Financial CRM Supported

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Not Supported
Disability Insurance Administration Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Not Supported
For Employers Not Supported
FSA Administration Not Supported
Health Insurance Administration Not Supported
HIPAA Compliant Not Supported
Life Insurance Administration Not Supported
Online Benefits Enrollment Not Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Integrations

Charles Schwab Not Supported
Fidelity Not Supported
ProTracker Advantage Not Supported
SunVox Not Supported
TD Ameritrade Not Supported

Integrations

Charles Schwab Supported
Fidelity Supported
ProTracker Advantage Supported
SunVox Supported
TD Ameritrade Supported
Claim Fringe Facts and update features and information
Claim Fringe Facts and update features and information
Claim ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information