Account Feeds, Integrations, & Reporting
We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).
If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.
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Sean Lutes
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