401k Clients & Prospects
Make Redtail more user-friendly and appropriate for 401k/403b/Etc. advisor services. If the contact is a business and a client or prospect - it should have options to record: Plan type, Assets, participant count, service providers (recordkeeper/TPA), and plan number. Not information like male/female, age, height, weight, citizenship, etc. None of that information is appropriate to a business,so there should be fields that would automatically change input information required depending on if the contact record was a business or an individual.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
403(b) plans should be available under "Account Type" and mirror the same type of fields as a 401(k). I would say the same form employer accounts for SIMPLE IRAs for accounting as well.