The RMD Solution for Third-Party Administrators (TPAs)

• Centralized platform for managing RMDs 
• Real-time dashboard showing RMD progress
• Bulk import and processing capabilities
• Efficient batch calculation of RMDs
• Customizable reporting features for clients 
• Automation of annual RMDs
• Eliminates manual spreadsheets
• Avoids laborious RMD research
• Integrates with existing TPA systems
• Customizable workflows and task automation
• Automated notifications and reminders
• Dedicated support for plan administrators

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Manage Your Clients With Confidence

Say farewell to spreadsheets and welcome a streamlined, convenient approach to managing clients with ProTracker RMD.

​The RMD Wizard aids:​

• Financial Advisors
  
• ​Wealth Managers
• ​Accountants
• Third-Party Administrators
• Multi-Office Firms​

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