Orion - RMD Dashboard

Orion - RMD Dashboard

See below for the steps to finding the RMD Dashboard in Orion:
  1. Go to your Dashboard Home Page > All Applications and choose RMD Dashboard

  1. To export the data, click Actions > Export to Excel

  1. From there you can see the RMDs for your clients and if they are satisfied YTD. 

    1. Review RMD calculations for clients with spouses 10+ year younger

    2. Review RMD calculations for Inherited IRAs as they do not calculate on the dashboard

    3. Review RMD calculations for any account that transferred to Mutual after 12/31 of the previous year as there will be no year-end balance

  2. Keep in mind the download source (you can find that under Dashboard Home Page > All Applications > Portfolio Audit > Accounts)
    1. If they come from DTCC, then it will not show you up to date information due to the frequency of their downloads
    2. Any account that does not have a value in the current value column, will not appear on the RMD Dashboard. These are accounts that do not have a download source.

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