New Retirement Reporting Customized Training

Peak Consulting Retirement Reporting Training
Peak Consulting is now offering a remote Retirement Reporting Training package customized to your Financial Institution.

Would you like to have a better understanding of your Retirement Reporting Process?  Is your RMD processing taking more time than it should?  Are you creating manual letters for your IRA customers?

What to Expect:

  • Training on Retirement Reporting
  • Specification analysis and review of current procedures and reports
  • Discussion on strategy to use Retirement Reporting to automate processes
  • Implement specification changes and test new processes

Deliverables:

  • Training materials and procedure guide

Benefits:

Please contact Peak Consulting for more information at christine@peakconsultingllc.com.

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