Note: Version 8 is a required update because of the SECURE Act RMD changes.
Open ProTracker Advantage. Select Help > Check for Updates from the menu.
When the message “New Update found. Install now?” appears, click on Yes.
The installation process will begin by downloading the update. If ProTracker Advantage or Autosync are still running, close both programs before proceeding.
If a yellow User Account Control message box appears, click on Yes.
At the Setup – ProTracker Advantage Update message box, click on Next.
Click on the Finish button to close the installer and reopen ProTracker Advantage. If the program does not open, clear any messages and double-click your ProTracker Advantage desktop icon.
A message about converting favorites may appear. Click on OK.
At the Login screen, click on the Login button.
The program will automatically connect to the database and run any required updates. If prompted, make sure any other users have exited the program.
In ProTracker Advantage, click on Help > About ProTracker Advantage.
The version number at top should start with ProTracker Advantage® 8.0 …
You have successfully updated ProTracker Advantage to Version 8. Click on OK to close the About message box.
ProTracker Advantage Version 8 is a required program upgrade that must be installed.
The upgrade incorporates the extensive changes to the Required Minimum Distribution rules under the SECURE Act of 2019, along with implementation of three new IRS mortality tables that take effect on January 1, 2022.
If an Account Type or an Asset Type contains the word "Annuity" or "Annuities," a new annuity screen is displayed that accommodates the various parameters for annuities.
