The problem
Rollover comparisons need plan fee data that is hard to find, and best-interest reasons are often thin or inconsistent in the file.
What changes
- Plan-versus-IRA comparison in every file
- Specific, consistent best-interest rationale
- Easier home-office and exam review
Full specification
The complete specification for Rollover Best-Interest Analysis Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation