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Distribution Processing

Effectively track and audit the distribution process with our web-based solution. Our dual access system gives your clients the ability to submit distributions for your staff's approval. Once distributions are submitted, you can create timelines, edit details, and even attach distribution files from our file management solution.


   Track: Participant Information, Termination Information, Contributions, Payments, and Documents

   Timeline: Establish a timeline for each distribution

   Files: Upload or attach files

   Organization: Organize and track your plan related documents with a familiar, customizable folder structure