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We are looking at different avenues for contacting members/customers regarding transactional info on their account; not marketing. We have some that are not responding to mailed letters or phone calls regarding their dormant accounts and we are considering emails. We have read the CAN-SPAM reg and will not be marketing to them and will still include the option to "opt out". We have staff that want to use facebook messenger, but I don't feel social media messaging is the way to go. Do you use any social media messaging to contact your members? Do you have a sample of your authorization that your customer/members sign? We will be running this by legal, but wanted to see what others are doing as we update our policies and procedures.
Hi any DNA folks out there that have some suggestions on making the Inherited IRA process better. I'm told that we must open a new plan for everyone that is a beneficiary even if they are not keeping the IRA here. That means we do a whole new plan, a death contribution and then a distribution because there is 'no other way ' to code the transactions in DNA. I'm hoping there are some DNA experts out there that maybe have a better way. TIA Karen