IRA Age Analysis by Plan Type
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Screen ID: Screen Title: Panel Number: Report Name: |
LIRAAG-01 IRA Age Analysis by Plan Type 726 LIRAAG |
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Access this screen by selecting Tool #409: IRA Age Analysis Report by Plan Type
This report shows members with IRA accounts according to age. This report is helpful for checking on members who have reached or are soon to reach the age where minimum annual distributions are required. The report is grouped by Corporation, then sorted by Account base, then Plan Type Code.
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NOTE: Current Balance is the “Ending Balance” as taken from the IRA Balance File record and No. of Accounts is a count of the number of share and certificate accounts with this plan type.
Check the “Export report to file” go to the screen where you can choose to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker. This file will contain account base only. Or choose to export more data to use with CU*BASE Report Builder.
Refer to the IRA Processing Guide for more details about IRA processing.
Report Sample
