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Book of Business (previously Data Extract)
  Account listings based upon your entire book of business or other selected criteria.
Sample Report
Client Level Retirement Summary
 

Retirement related contribution and distribution financial activity summarized at the client level. Select specific age ranges to narrow results. This report can be customized down to a simple list of names, ages and addresses. Printable mailing labels are included.

  Sample Report
Account Level Retirement Activity
  Related contribution and distribution financial activity at the account level. Select specific age ranges to narrow results.
  Sample Report
   
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