Rollovers
Where should you roll over the Post tax contributions? Gains?
Contributions -> Roth (or taxable)
Gains -> IRA
What mailing method do we use to send check and wire instructions to the client to forward a check to the custodian?
UPS ON
What account are tax deferred dollars to be rolled into?
IRA
In 776 BC, what was the first-known event that held a short sprint as its first game
The Olympic Games
Who is Kendrick Lamar's "Not Like Us" about?
Drake
True or False: The rollover call will take 20-30 minutes.
TRUE or FALSE: We can journal 50k from a client's individual account at Fidelity to their individual account at Charles Schwab
False
On a Rollover call, a client has an RMD. They elect to do check to AOR to receive their RMD funds. The check is being sent overnight with a $50 overnight mailing fee. The client asks if we can reimburse them for that. Can we do this?
No, we do not reimburse overnight fees for funds that are NOT entering Fisher management
What NFL team won the first Super Bowl
The Green Bay Packers.
What successful artist brought back the term "Brat Summer" most recently?
Charli XCX
Where do we go to reimburse overnight fees incurred on the rollover call?
CSA FIIRE, Reimbursement portal
In what instance would you receive a CTV for funds into an account?
Stocks in, money coming in above 25k
What will you need to provide to the custodian when processing a transfer of an outside account into a FI managed account?
What soccer team has won the most UEFA Champions League titles?
Real Madrid
Who was the very first American Idol winner?
Kelly Clarkson
Does asset acceptability need to be checked for company stock?
No
What two databases are in CSA FIIRE that we need to check when moving an outside account (from source firm) into a Fisher managed account (Hint: Acceptability)
Asset acceptability & ACAT eligible firm list
You receive an additions case where we are moving funds from an outside IRA into the client's FI managed IRA at Fidelity. Will this require a rollover call or just transfer ppwk?
Just transfer ppwk
What NHL team won 4 straight Stanley cup title, years 1980-1983?
The New York Islanders
Who did Noah Kahan bring as his guest to the 2024 Grammy Awards?
His mom
During the rollover call, the value of the 401(k) is much lower than you were expecting due to the client not being fully vested. The client asks if this will change their management fees. What should you do?
How many dimples does an average golf ball have?
Between 300-500
Who sang the SpongeBob SquarePants theme song for the original movie?
Avril Lavigne