401k catch-up
Remind clients turning 50 about 401(k) catch-up contribution eligibility.
I want to remind clients when they become eligible for 401(k) catch-up contributions at age 50.Follow these steps:1. Search my CRM for clients whose birthdate indicates they will turn 50 within the next 30 days.2. Review their CRM record to check employment and retirement savings status.3. Draft a personalized email about catch-up contribution eligibility in my draft folder.4. Create a follow-up task for each client.5. Add a note to each client's CRM record.6. Send me a summary of all clients turning 50 this month.
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