ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.
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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.

About

myCobraPlan offers the most user-friendly, comprehensive administration solution available. Our system is a fully automated web-based solution with easy access to all your COBRA information. myCobraPlan eliminates the need to fill out paper forms for submitting COBRA-eligible individuals and allows real-time access to all your company’s data. myCobraPlan assures worry-free compliance with all required notifications. Depending on the event, the proper notification will be sent to the qualified beneficiary or new plan member. The compliance of your company’s COBRA benefits is managed by our administrators and automated by our system. myCobraPlan gives you access to all your information anytime, anywhere through our secure, web-based system.

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

Firms that need to calculate Required Minimum Distributions (RMDs)

Audience

HR and benefit management teams looking for an administration solution

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

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

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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

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

Company Information

myCobraPlan
United States
www.mycobraplan.com/outsource-your-cobra-administration/mycobraplans-cobra-administration-software/

Alternatives

Alternatives

COBRA OnQue

COBRA OnQue

OnQue Technologies
Fringe Facts

Fringe Facts

Benefit Software
The Plan Administrator

The Plan Administrator

Benefit Plan Systems

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 ProTracker RMD and update features and information
Claim ProTracker RMD and update features and information
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