__________ is the critical link between our operations team and clients to ensure Empower Retirement delivers quality service.
What is Client Service Manager.
100
This is the role that JPMS serves as an alliance partner.
What is Brokerage Provider.
100
This is the state witholding requirement for a participant who lives in Hawaii.
What is payments are not subject to witholding.
100
This is how you will locate the Assist Call Access Database.
What is go to General Info > Lists > Call Handling Procedures > Assist Call Procedures.
100
Summarize, Receive Verbal Agreement, Track the R-Cause and Brand the Call, are four elements for what?
What is closing the call.
200
As a recordkeeper, Empower Retirement performs the daily _________ activities for a plan.
What is Administrative.
200
This is the password for the test Participation Internet Site.
What is "rpsu2014".
200
In SharePoint, this is where you can find the link for FedEx/USPS.
What is General Info, under links Headings.
200
This is the button you must click on prior to clicking the Transfer button to complete a cold transfer.
What is the Update Transfer Data button.
200
These are the three factors Dream Machine uses to determine a participant's annual retirement income.
What is Annual Contribution, Retirement Age and Retirement Expenses.
300
Which two security answers must you type in the Enter your Security Answer fields and re-type in the Re-enter your Security Answer fields on the test site.
What is "catdog" and "smith".
300
For a plan that allows, a participant may choose his/her statement to be delivered by ________ or ________
What is E-Mail and what is Mail.
300
This form authorizes a designated third party to receive information or transact on a participant's account.
What is Power of Attorney (POA).
300
This is what the participant must do when calling to request a temporary password when they have lost their current one.
What is they must change it to a permanent password in IVR or PIS.
300
When transferring for a non-qualified plan, you must proceed with a ______ transfer.
What is warm transfer.
400
This group serves as the liaison for a specified plan and assist calls.
What are the Service Delivery Specialist.
400
This number 866-442-5095 must be provided to the participant for what event?
When they want to fax RPS toll free.
400
These are the four standard pieces of information necessary to verify a participant when they call for a password.
What is SSN (Last 5) or username, Full Legal Name (MI), Address and Date of Birth.
400
This is the period an activation code can be issued to a participant to registe his/he computer.
What is the registration period ends.
400
This policy requires the placing of all items with participant or plan-specific information in a shredding bind when it is no longer needed.
What is Management of Paper Documents (MoPD).
500
This group captures rollover assets for J.P. Morgan.
What is the Retirement Consultant Group.
500
This link allows a participant to view or change his/her quarterly statement delivery method.
What is Communication Preferences.
500
This is when the IVR prompts a participant to enter his/her SSN, DOB, zip code, and hire date/employee ID.
What is before a new password by mail is permitted while ordering in the IVR.
500
This must be added whe a non-qual wants a call back and hold time is longer than 30 seconds.
What is Participant Note.
500
This is what you must press after you have entered your log in number in order to begin taking calls.