MINCAL

This innovative software will enable you to do the following:

Help you to provice excellent customer service and stay in compliance
Prepares RMD Notices
Calculates your customer's Required Minimum Distribution (RMD)
Calculate and monitor RMDs for inherited IRA accounts
Prepare annual withholding reminder notices
Increase employee productivity
Maintain an unlimited number of beneficiaries per IRA
Maintain an unlimited number of instruments per IRA
Generates administrative reports
Will run on all versions of Windows
Will run on all versions of Networks

MINCAL™ has the ability, through its unique download feature, to transfer customer, investment and beneficiary data from virtually any mainframe Host computer to the personal computer on which MINCAL™ is being used. This download feature is separately priced on a quotation basis.

This software can be configured by the user to use bank or credit union terms

Asset Size                                       Annual Fee
100 Million or less                                   $99.00
100 Million - 1 Billion                           $199.00
Greater than 1 Billion                            $499.00