You will find the IRA Management Center (IRAMC) user interface to be intuitive and easy to use.
After performing some initial setup, you can easily step through plan creation.
Initial Setup
Before using IRAMC, you must setup an account, organization, user accounts and at least one
policy in Administration. Administration is accessible from the IRA Management Center arrow and
details for setup are available from Help once you are in Administration.
Plan Creation
The Home Page, also called the Landing Page, lists
all existing plans and you can begin creating more plans right away using the New Plan
button.
Example - Creating a Traditional Plan
To create a traditional plan, follow these steps after clicking
New Plan. The links
contain more details.
- Choose the appropriate Organization and Policy from the drop downs on the Create Account screen and click
Create.
- On your first visit to the Parties screen,
choose the Traditional Plan Type from the drop down.
- Click +Account Holder and choose an existing party or add a new party.
- Click +Additional Parties and fill-in the Beneficiary Type, Relationship
to Owner and %.
Note: After saving the party name, note that the Account Holder and
Plan Type display in the IRAMC header for quick reference. The IRAMC menu bar also displays
Parties (current page), Plan Info, Document Data, and Print.
- After finishing Party data, click Plan Info on
the menu bar. Here you can enter a Plan Number and select contribution or Request Funds/Assets
options.
- Choose Document Data from the menu bar to
choose a form and view it with the Doc Viewer.
- Lastly you can choose Print from the menu bar and
select your plan status and create and preview documents for printing.
