Fred Payne Posted July 5, 2001 Posted July 5, 2001 A fund company requires us, as a condition for receiving revenue sharing, to upload to them monthly certain census data on Plans and/or participants detailing such data as name, address, plan balances, etc. They inturn mail out semi-annual reports and propoganda semi-annually. To generate this data requires a special report from Relius. Has anyone developed reports for this purpose?
Guest wcpresson Posted August 15, 2001 Posted August 15, 2001 We're looking for reports like this also. Apparently, nobody has them or doesn't want to share!
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