A 2015 IRA contribution can be made between the dates of __________ to _______
What is January 1, 2015 to April 15, 2016.
100
Form and customized letters are available in this preferred language.
What is English Only.
100
You can press F9/Refresh in this application to access new data.
What is OmniPlus.
100
Participants have ____ days to notify RPS if there is an error with his/her transaction request.
What is 30 days.
100
DC-ICR-46989 is example of a _____ _____ and in the system called ______.
What is collateral code and what is ILEX.
200
This is the expiration period for Beneficiary Distribution, Election, Distribution, Hardship, and In-Service paperwork.
What is 180 days.
200
This is the maximum IRA contribution an individual can contribute, is 100% of his/her earned income up to _______
What is $5,500.
200
You should submit this form if you are ever in doubt as to whether a participant's issue is a complaint, or a threat is made to contact DOL, SEC or FINRA.
What is Complaints RPS Form.
200
A participant must submit a(n) _____________ in order to add or modify banking information for withdrawals or distributions.
What is Automatic Deposit Form.
200
Located within the ____ tab, there is a timeframe not to exceed ______ of the prior year.
What is Statements and waht is 01/01/xx.
300
This is where you go to access the stationery used to cancel or modify an ILEX order.
What is Sharepoint > General Info > Stationery.
300
__________ are viewed using the ________ statements link and the __________ tab in CCI and the Participant Internet Site.
What is statements and what is confirmations.
300
Pull request verification including date of the call, time of call, name or extension of the rep, can be done by checking the ____ icon in CCI.
What is Communication History.
300
This is the category and sub-category(ies) are used to track Paperless confirmation calls.
What is category = statements; sub= Req Confirm Stmt and Questions/Assistance.
300
When a participant asks for FedEX delivery for a Letter of Determination, this must be explained.
What is expediated mail, i.e. FedEX, is not an option.
400
It takes ___________ business days for a participant to receive paperwork by regular mail.
What is 7 to 10 business days.
400
The ________ may assess penalties due to incorrect plan administration.
What is the Department of Labor.
400
This it the timeframe in which paperless confirmation statements are viewable under the Confirmations tab in CCI/PIS.
What is up to 6 years.
400
The standard mailing timeframe for a form/customized letter to a participant is _________ business days.
What is 7-10.
400
This is the letter that is required when a participant has an outstanding loan and needs a statement of his account balance sent to a, for example, a mortgage company.
What is a Vested Account Balance with Loan Balance Letter.
500
This is where the Other Participant Issues form is routed to.
What is PZ Research (Help Desk).
500
Holds money from a Qualified Retirement Plans to help protect the tax-deferred status.
What is IRA-Rollover or Conduit-IRA.
500
A customized letter must serve a _______ financial or ________ purpose.
What is Financial and what is Legal.
500
A non-profit school is an example of this plan.
What is a 403(b).
500
Express Mail may be used instead of FedEX as an option for expedited mail when this occurs.