Ascensus’ Distribution Software™ solves difficult IRA and retirement plan distribution questions by making automatic calculations based on customized input. The step-by-step process makes determining distribution options easy. It automatically calculates required minimum distributions, substantially equal periodic payments, and beneficiary payouts.
- Mitigates risk with built-in compliance logic
- Allows easy transfer of data into your database with import/export features
- Provides monthly, quarterly, and annual payout estimates
- Generates history reports per client or entire database
- Improves staff efficiency and customer service
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