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:
- Automation of processes around retirement accounts
- Reduce time spent on Required Minimum Distribution (RMD) processing
Please contact Peak Consulting for more information at christine@peakconsultingllc.com.
