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Retirement

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  1. Retirement Plan Summary

    Retirement Plan Summary

    $600.00
    The purpose of the application is to display Retirement Plan information for an account tax owner conveniently on a single screen. This application displays a summary of all retirement accounts associated to the tax owner of the selected Retirement Plan Account Number. Retirement Accounts are grouped by Plan Number and Total Balance (based on account’s Note Balance type) is displayed for each group.
  2. Retirement Plan Annual Summary Screen

    Retirement Plan Annual Summary Screen

    $1,000.00
    The Retirement Inquiry Additional Information Screen DNAapp creates a new screen in DNA that allows users to view historical data on Retirement Accounts, such as Balances, Contributions and Distributions for prior years. The app can display up to 7 years’ worth of historical data from the current date, and all balances will be as of December 31 in the selected years.
  3. Retirement Account Link Workflow Step

    Retirement Account Link Workflow Step

    $2,250.00

    This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.

  4. Consolidated IRA Statement

    Consolidated IRA Statement

    $3,500.00
    This DNAapp generates a consolidated IRA statement without the transaction history.

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