Portfolio demo. All data is synthetic and for illustration only.
Detected · Sep 11, 2026
Kenji Quintero · Mass Affluent · 50-59 · Charlotte, NC · Advisor Sam Kowalczyk
Why it fired
Rule: An employer plan with no contributions for 90 days or more, often after an employer change.
Ascensus 401(k) balance
Evidence (2)
Kaiser Permanente plan contribution
Jun 13, 2026 · Ascensus 401(k)
Reported balance
Sep 8, 2026 · Ascensus 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Kenji, your Kaiser Permanente 401(k) hasn't had new contributions in a while. Old plans are easy to forget. Want to look at whether rolling it over would give you more control and lower costs?”
A prompt for a conversation, not financial advice.
Status: Sent to CRM · Payload delivered to the demo CRM preview.