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Indicate Beneficial Billing Rate Tier Treatment

You can customize your billing statements to show which accounts have a better billing rate (for example, your ERISA accounts). The breakpoints for these accounts will be different than the breakpoints for your other accounts.

When you select Indicate beneficial billing rate tier treatment, Tamarac marks the beneficial billing rate accounts with an asterisk on the billing statement.

For more information about billing statements, see Billing Statements and Billing Statement Settings.