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Rollover Decision Support System (RDSS) Training

How to use Fiduciary Decisions' RDSS System to document Plan to IRA rollovers and IRA to IRA transfers.

 

Intro

Setting Default Answers with Configuration Sheet

Setting Default Answers in the system (not using configuration sheet)

Login & Site Orientation

Create an Unsolicited Activity

Create a Rollover / Transfer Recommendation

Rollover from a Plan - What's Required?

IRA Transfer - What's required?

From a Plan or IRA - Summary

Where is it Going? Define Your Account Offering.

Compare Account Options and Make a Recommendation