Navigation:  Customer Relationship Management Screens > General Information Screen > Retirement Plans tab > Plan Fields tab

This tab displays information about the customer's retirement plan, if applicable (pertaining to the indicated household, if the household search field is in use).

 

Customer Relationship Management > General Information Screen > Retirement Plans Tab, Plan Fields tab

 

Retirement plans are set up for customer accounts on the Deposits > Retirement > Retirement Plan screen.

 

The field groups on this tab are as follows:

 

General Information field group

 

Required Minimum Distribution Info field group

 

Retirement Fees field group