Fringe FactsBenefit Software
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ProTracker RMDProTracker Software, Inc.
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Related Products
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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.
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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.
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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
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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
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Audience
Companies searching for a solution to improve employee benefits enrollment and communication processes
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Audience
Firms that need to calculate Required Minimum Distributions (RMDs)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$895/user/year/1,000 RMDs
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBenefit Software
www.ebix.com/fringe_facts_online
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Company InformationProTracker Software, Inc.
Founded: 1997
United States
www.protrackerrmd.com
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Categories |
Categories |
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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
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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
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Integrations
Charles Schwab
Not Supported
Fidelity
Not Supported
ProTracker Advantage
Not Supported
SunVox
Not Supported
TD Ameritrade
Not Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
ProTracker Advantage
Supported
SunVox
Supported
TD Ameritrade
Supported
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