Linking Employee Retirement Plan Accounts to the Business Contact
Since retirement plans (401(k)s/SEPs/SIMPLEs) are a huge part of the industry, there should be the ability to link employee retirement accounts to the business contact and still have it show up under the employee's contact. This way you can see the aggregated total of the retirement plan assets but would also be able to see employee balances individually. Currently, an account can only be linked to one contact.
Since there is the ability to link the account to a contact and then choose a different owner for the account, this should allow the account to flow through to the owner's contact page.
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Katie Kennedy
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