Report Request: Client Level Retirement Activity
Determine Report Options
- Select Client Age Range (as of 12-31 this year) -
50-59 1/2 (Catch-up contributions available)
59 1/2+ (Distributions eligible penalty-free)
70 1/2+ (RMD Eligible)
All ages
Or Enter an Age Range:
to
Enter whole numbers for ages.
Include Contribution Activity
Include Distribution Activity
File Name:
35 characters max
Use alpha characters (A-Z) and numeric (0-9)
Use underscore and dashes as needed (_,-)
Do not use any of the following characters: /\ #?<>,'=
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