We would like to request the addition of a new card to the dashboard that would help us track clients who will turn 59.5 in the upcoming year or coming months. This age is significant for clients looking to access in-service distributions from their retirement plans, and having visibility into this on the dashboard would be immensely helpful for planning and client outreach.

Key Features/Functionality:

• The card should display a list of clients who will reach 59.5 during the upcoming year or within a selected time frame (e.g., next 3, 6, or 12 months).
• Ability to filter or sort clients based on their expected 59.5 date.
• Option to quickly identify whether clients are already eligible for in-service distributions or will become eligible soon.
• Ideally, this data could be pulled directly from the client’s birthdate in the CRM.