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Did You Know?2021-03-10T21:58:16-05:00

Brentmark, Inc. | Did You Know?  DID YOU KNOW?

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The Reporting Tool Allows You To Search For All Clients Nearing Age 72?

This unique Brentmark tool will search within the folder used for data files, scanning each file, and report for a plan owner reaching 71 or 72 in the current year.

STEPS:
  1. Select the “Tools” menu.
  2. Select “Birth Dates and Ages Reports”.
  3. Select “Report for Ages 71-72”.
Brentmark, Inc. | RDP - Tool: Report on Clients 71-72 This Year