Retirement Calculations Screen |
  
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Navigation: Deposit Screens > Retirement Screen Group >
Retirement Calculations Screen |
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This screen contains general retirement plan information for the customer account. This information is calculated using the account's year-end balances and current plan settings as established on the Deposits > Retirement > Retirement Plan screen.
The Disclosure Projection tab is used to calculate the federally regulated disclosure projection that is required when opening a retirement account.
Deposits > Retirement > Retirement Calculations Screen
The field groups and tabs on this screen are as follows:
•General Plan Information field group
•Required Minimum Distribution tab
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Record Identification: The fields on this screen are stored in the FPRP record (Retirement Plan). You can run reports for this record through GOLDMiner or GOLDWriter. See FPRP in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports. |
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In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen.
•Set up the desired field level security in the FPRP records on the Field Level Security screen/tab. |
