Security
Beyonce calls in to request a $50,000 loan for some new shoes. What tier would she have to be to process this over the phone?
Tier 2
This system you would use to check to see how many loans are available for a plan.
Salesforce Lightning
What is the most a 40 year old ppt can contribute into their account for 2025?
$23,500
What is the highest possible score you can score in bowling?
300
Bob Ross calls in realizing he made a happy little mistake when he had his contributions set at 100%. He wants to lower it to the correct amount of 10%. What tier does he have to be?
Tier 1
You would use this system to see if they have any banking information on file.
PSR
What is the most a 50 year old ppt can contribute for their catch up contributions?
$7,500
What was one of the two numbers Michael Jordan wore?
23 & 45
Mark Zuckerberg calls in as tier 1 and he was calling because he wasn't sure if his balance was $50 billion or $51 billion. What do you need to verify before you can confirm his balance?
Name, Address & DOB
You would use this system to bring a ppt from tier 1 to tier 2.
Genesys
What is the IRA limit for a 40 year old?
$7,000
What NBA Team won the NBA Championship in 2025?
Oklahoma City Thunder
Dwayne Johnson calls in as tier 2. He doesn't know if his email is "TheRock@aol.com" or "The MightyRock@aol.com". What part of the email can you tell him?
The entire email since he is tier 2
You would use this system to see if there is a QDRO hold on the account.
PSR
Does the 402g limit include company contributions?
No only the employee's
How many NFL Teams does FL have?
Tom cruise calls in because he got injured while skydiving off the top of a plane. He would like a hardship form emailed to him. What tier does he have to be for this?
Tier 2
You would use this system to locate job aids.
Salesforce Lightning
What is the most a ppt can contribute between everything including employee & employer contributions? (415c limit)
$70,000
Name one of the few NFL teams that never made it to the Superbowl.
Cleveland Browns, Detroit Lions, Houston Texans, and Jacksonville Jaguars