This tab in Sharepoint provides information on RSC policies and procedures.
What is the General Information tab.
100
This group handles DB and DC calls.
What is the Total Retirement Solutions group.
100
CCI will automatically log you out after this amount of time.
What is 30 minutes.
100
The times of 6:30-7:00pm CST are relevant to what in the PIS.
What is the times updated with no transactions or payroll contributions.
100
These are the two main categories of retirement plans.
What is qualified and non-qualified.
200
This tab in SharePoint houses the RSC Focus articles.
What is the Learning and Organizational Development tab.
200
This button ensures that no calls come in to your phone line until you are ready for one.
What is ACW (After Call Work).
200
This is the tab in CTI that provides the ability to re-access, in CCI, the last five participants whose SSN populated in your CTI.
What is the Prev. Calls tab.
200
This is what happens if you access a TRS Alliance plan in the test PIS.
What is Live Production Site. (Back out!)
200
Defined Benefit and Defined Contributions plans fall under this IRS Code.
What is Section 401.
300
These are the four sections on the Retirement Service Center tab in SharePoint.
What is Contact List, Documents, Calendars and Lists.
300
This is what you should say if you cannot hear a caller on the other end of the line.
What is "If there is someone there, I cannot hear you. Please call back at 1-800-345-2345 for the next representative to assist you. I am now going to release the call."
300
CCI is a web-based system that provides access to participant account information as well as the ability to perform ____ on a participant's account.
What is transactions.
300
This is the tab a participant must access to view and change his/her username,password, security questions and contact info.
What is the My Profile tab.
300
The PBGC stands for.
What is Pension Benefit Guaranty Corporation.
400
List the four systems that RSC uses that can be accessed through SharePoint.
What is CCI, SPI, Dashboard and EXP AG.
400
This is the VDN you transfer a participant wanting to move money within his/her JPMS Brokerage account.
What is 500114.
400
Participant Notes must be ____. In addition, do not use abbreviations or ____.
What is professional and what is jargon.
400
Latest news, Getting Started, Life Events are examples of links found within this link on the PIS.
What is the Education Center.
400
This is the annual contribution limit for a Traditional and Roth IRA.
What is $5,500.
500
This is what you tell a participant who asks the timeframe in which his/her paperless loan processes.
What is 3 business days after the request is made.
500
This is the password for the application/attachment that has a "fireman" icon.
What is "assist".
500
You must click the ____ in the ____ tab prior to transferring a call to another team or department.
What is the Update Transfer Data and what is the Transfer Call tab.
500
Enroll Me Now link asks the participant for these 3 pieces of information.
What is SSN (Last 5), Date of Birth and Zip Code.
500
This is the reason there is no limit on the amount a participant can roll over from an employee-sponosred plan into an IRA-Rollover.