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Description
For 25 years, we have successfully managed COBRA without any legal disputes, even after handling millions of qualifying events. This extensive experience is a testament to the reliability of our services, making us the ideal choice for your needs. When you need to remove an employee or dependent from your group insurance, simply inform the insurance carrier and log into our system to input the necessary information. Compliance with legal standards is crucial, and our notices are crafted to fulfill all requirements while being tailored to each specific case of lost group coverage. Additionally, our system proactively tracks each individual, ensuring you are alerted if any further actions are needed. With our dedicated team overseeing the timelines, payments, and notifications for your qualified beneficiaries, you can rest easy knowing that everything is in expert hands. Trust us to simplify the COBRA process and safeguard you against potential issues.
Description
Are you:
Studying the changes to the SECURE Act rules?
Using spreadsheets to calculate RMDs manually?
Tracking client RMD withdrawals to determine if clients have taken them?
Frustrated by custodians who calculate some RMDs but not inherited accounts?
Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)?
Trying to figure out how to manage the accounts under the 10-Year Rule?
ProTracker RMD provides:
Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries.
Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger).
A separate panel is used to track the expiration of accounts under the 10-Year Rule.
Global 10-Year Rule Account Screen to monitor all client accounts for expirations.
API Access
Has API
API Access
Has API
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Integrations
Charles Schwab
Fidelity
ProTracker Advantage
SunVox
TD Ameritrade
Pricing Details
$379 per year
Free Trial
Free Version
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
COBRAadminOnline
Country
United States
Website
www.cobraadminonline.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management