FAQs from common technical support issues.
TIP #108 - How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching age 72? This unique Brentmark tool [...]
How do I run a report in (RDP) Retirement Distributions Planner (Desktop) listing all clients approaching 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.
TIP #105 - You can find all of the Brentmark Tips and Tricks by following the following steps: From www.Brentmark.com select the "Resources" menu. Select [...]
TIP #103 - If you do NOT see the "Download" button (for a licensed product) in the Brentmark Portal follow these steps: Select "Manage A [...]
TIP #104 - You can manually download the AFR Rate Table by following these quick steps: Select the "Edit" menu from inside the program. Select the "AFR Rates" menu item. Select "Download AFR Rate Data Package". Your Brentmark desktop application should now be updated with the new published AFR Rates.
Can I update the AFR rates manually? Yes, you can manually update and download the AFR Rate Tables by doing the following: Select and open the “Edit” menu inside the program. Select the “AFR Rates” menu item. Select “Download AFR Data Package” from the available option.
When I run the program, the AFR Rates are not automatically updating. Can I update this manually? Yes, when this occurs you can manually update and download the AFR Rate Tables by doing the following: Select and open the "Edit" menu inside the program. Select the "AFR Rates" menu item. Select "Download AFR Data Package" from the available option.
TIP #101 - All inquires for support go through Ask The Experts: www.brentmark.com/ask-the-experts Examples of Requests and Suggestions: General Inquiry (vendor or product evaluation, products, calculations, features, models, legislation, reporting tools, etc.) Press Inquiry (general news, staff or expert position press release, product or version update press release, event or publication release, etc.) Sales Inquiry (products, pricing, models, features, calculations, customization, etc.) Technical Support (account use and access, implementing new updates and releases for current clients and customers, reporting a bug, etc.) Billing Support (billing, license subscription, license renewals, etc.) Product Suggestions (new products, features, models, calculations, etc.)
Brentmark, Inc. | TIPS AND TRICKS: How Do I Use The Brentmark Portal? TIP #100: All new product releases, version updates, license subscriptions, billing, and account adjustments now take place in the Brentmark Portal. Login to your personal Portal account to access and edit your information today.
How do I know what version of any Brentmark, Inc. product is the most recent? Go to the Brentmark website at www.Brentmark.com. Select "Products" from [...]