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What is ProTracker RMD?

Are you currently: Keeping up with the evolving regulations of the SECURE Act? Manually computing RMDs using spreadsheets? Monitoring client withdrawals for RMDs to ensure compliance? Irritated with custodians who handle some RMD calculations but neglect inherited accounts? Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)? Attempting to navigate the complexities of managing accounts under the 10-Year Rule? ProTracker RMD offers: Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries. Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger. A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule. A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.

What is COBRAadminOnline?

For a quarter of a century, we have adeptly managed COBRA without encountering any legal challenges, even while processing millions of qualifying events. This wealth of experience serves as a strong endorsement of the dependability of our services, rendering us the perfect option for your requirements. When you find it necessary to remove an employee or dependent from your group insurance plan, just notify the insurance provider and access our system to enter the required data. Adhering to legal obligations is vital, and our notifications are meticulously designed to meet all standards while catering to each unique case of lost group coverage. In addition, our system actively monitors each individual, ensuring that you are promptly notified if any additional steps are necessary. With our committed team managing the timelines, payments, and communications for your qualified beneficiaries, you can be confident that everything is being handled by professionals. We take pride in streamlining the COBRA process, allowing you to focus on your business while we protect you from potential complications. Our long-standing expertise provides peace of mind as we navigate the complexities of COBRA compliance together.

Media

Media

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

Integrations Supported

Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade

API Availability

Has API

API Availability

Has API

Pricing Information

$895/user/year/1,000 RMDs
Free Trial Offered?
Free Version

Pricing Information

$379 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProTracker Software, Inc.

Date Founded

1997

Company Location

United States

Company Website

www.protrackerrmd.com

Company Facts

Organization Name

COBRAadminOnline

Company Location

United States

Company Website

www.cobraadminonline.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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