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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