Frontier
The name of Frontier's Mascot
Frank
Equitable Paperwork is good for-
90 days
The Viacom plan code used only for administrative purpose and normally should not be used for session logs or tasks.
DD9VIA
Name the two main task types for DB
PASQ and PASPMT
What a representative should do with an Equitable ppt age 55 and active calling in to initiate retirement
Go through the script to determine if the ppt is eligible to retire "Direct from Service"
RPAS table where to easily see if a Frontier PPT has death benefit
MISC Table
Interest rate on any cash balance placed into the benefit before April 2012
4.0%
What has to be satisfied before a Viacom ppt with a non-qualified benefit will see any annuity payment in hand.
FICA and Medicare taxes
What Task Type would you use to report the death of a participant who has a benefit but is not yet in pay and why?
PASQ because a calculation is necessary
Rep cannot request a temporary IVR PIN for a ppt via MIRA or the IVR directly. Task type needed to report the problem.
LOGIN Support
In addition to researching any question, the additional step needed when a Frontier ppt states, "I am going to call the Union about this"
Send a "Heads up" task to PASQ
The only action a Milliman rep can take online for 451AXM
Change investment lineup
The name of the tool that will provide all the names and positions of the people an escalation needs to be sent to
MPAD
What the rep needs to hear for any ppt in a plan whose second letter in the plan code is "D"
Empower Whisper
When Age + Service = 75 or 76 we call this.....
The Rule of 75 or the Rule of 76
The first question asked by a rep to an Equitable ppt who is 55 or older per the required script.
"Do you wish to retire within the next 90 days?"
Which plan codes for Viacom are the non-qualified plans?
DD9VIE, DD9VIG, DD9VIO
The correct timeframe to quote for a call back for a normal DB task and the timeframe to quote for an escalated DB task
5 business days and 2 business days
The hierarchy of the Frontier Death Benefit
•Surviving spouse
•Dependent Children age 18 or 25 if mentally/physically disabled)
•Dependent surviving parents
•Or a trust set up for any of the above
The four Frontier Plan codes and who they apply to in general
DA9CTP-All Frontier ppts and the original company and acquisitions
DA9CTS- Verizon-Spinco 2010
DA9CTA-Former AT&T
DA9CTZ-Verizon Mid-Atlantic/West 2016
Name Three Equitable Retirement Specialists
Christina D. - Margarita Z. - Chris R.- Harlene G.-Rosemary M.
PPT has a benefit in one of the qualified Pension Plans and a non-qualified benefit in one of the Grandfathered Excess Plans. Explain how the ppt can elect the non-qualified benefit
The non-qual benefit will be paid in the same way the qualified benefit was elected
How far back can you backdate EXP to research old tasks?
01/01/2008
In a cash balance plan, the names of the two types of accruals
Pay Credit and Interest Credit