Retirement Plan Details
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In this category:
- The upper left contains business info and summary data for Participation, Assets and Commission. If accountant is available it will also display here
- The upper right contains high level plan info - assets, contributions, and performance
- The lower left contains contact data.
- The lower right contains a notes section and CRM features (groups, flags)
- Click on the Investments tab to view fund info
- The Provider tab breaks down provider by relation or service and compensation.
- View participant history broken down by active, retired and deceased.
- View plan features