Frontier
The plan code for the Legacy Plan
DA9CTP
Equitable Plan codes: DA9AXZ - DA9AXM- ???
451AXM
Where in the system menu you find DA9VIA?
Paramount Global
The only department listed in a DB task
BSC
The name of Frontier's mascot and animal type
Frank the Bison
The main type of benefit that was accrued under the appendices for DA9CTA
Cash Balance
Current interest rate (2023) for cash balances for funds placed in the account after 4/1/2012
2.50%
How is a PVL requested for any non-qualified benefit?
By task to PASPVL
Task type for a death notification of a ppt not yet in pay
PASQ
Equitable -don't ever say.......
AXA!
A possible name for an unreduced benefit taken before age 65 if conditions are met (as opposed to a "rule")
Service Pension
PPT is active and has stated today (8/30/2023) is going to be their last day of work. PPT is 40 years old. What BCD should be offered to this ppt?
11/01/2023
Trust for the plan
Northern Trust
Call Back Timeframe for all DB tasks
5 business days
What has to be met before a Paramount Global ppt will ever see a cent of non-qualified benefit money
Social Security and Medicare Tax (FICA)
What DA9CTS and DA9CTZ have in common
Both contain former Verizon plans
PPT is on severance until October next year. He has decided to take his benefit as of October this year. What happens to his severance?
It will stop monthly payments as of October this year and pay remainder in the form of a LS
How the pre- retirement death benefit is paid out if the ppt was single
Trick questions- no benefit due if ppt is single
Tool needed to escalate a DB Task and why
MPAD because of the multiple groups DB escalation emails are sent to
Paramount Global ppt has a Qualified Benefit and a Grandfathered Non-Qualified Benefit. How is the Grandfathered Benefit elected?
Grandfathered Non-Qual benefit is paid the same way as the qualified benefit option chosen
Five third parties that could possibly be mentioned to be brought in on the ppt's issue that would require a "head's up" task to GENQ
Union-Client-HR-Lawyer-Social Media (FB, Yelp, Reddit, etc)-DOL-Media (newspaper, news, etc)
DA9AXM- MONY- What does RISPE stand for?
Retirement Income Security Plan for Employees
PPT's birthday is 08/25/1968. They termed in 2020. They have an On-Going Non-Qualified benefit. What BCD will reflect the start of the benefit (even though first 6plus months go to SSA)?
09/01/2023
The least used task type in DB and what it is used for
PASADDR- to check to make sure the trust has the same address listed in RPAS
Steps to request a 1099R be posted to the web
1. Send PASPMT task asking for the reprint be posted to the web
2. Make sure the form has posted before calling the ppt back