TPAGCNY Posted April 25, 2024 Posted April 25, 2024 Does anyone know if Datair has the capability of running a report that would include book of business demographics such as, Total Assets for active plans, plan type, participant counts and status of plan?
EMoney Posted April 25, 2024 Posted April 25, 2024 If you choose the print option and then choose the "Other" tab, there is a "Company List" option. That report provides much of what you listed. TPAGCNY 1
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