Rollover Decision Support System (RDSS) Training
How to use Fiduciary Decisions' RDSS System to document Plan to IRA rollovers and IRA to IRA transfers.
Play
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