Retirement Plan Annual Summary Screen image

Retirement Plan Annual Summary Screen

By Prometheus Financial Solutions LLC

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.

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Platform

DNA

Overview

The Retirement Plan Annual Summary 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.

 
Benefits
 
The Retirement Plan Annual Summary Screen DNAapp allows both front and back office staff quickly access summary level retirement account data to address member/customer, staff or auditor requests. The data is summarized by calendar year and is available for 7 years prior to the current date.
 
To access this data without this app, users would have to look to prior years reports in order to find the year end balances.  This process would be manual and a separate report for each year.  There is no central location for users to find 7 years data.
 
By summarizing this information on a single new screen, this DNAapp will save you time, provide better service to your customers/members, and allocate your resources more productively.

App Information

Version
1.0.1.0 - Published May 2017
Developer Website

Specs

DNAapp Type: Screen 

Requirements

  • DNA® version  4.0  and above
  • dnaCDNRetirements application from Fiserv (part of MCE), version 4.0 or above
  • Employees must have permissions set up for the following Authorizaion Items to access the Retirement Plan Annual Summary:
    • RIAI – Retirement Inquiry Additional Information

 

Note: This DNAapp is available to Canadian clients only.