Contributions and Vesting
Salesforce
Loans
DCA
Miscellaneous
100
A participant is always 100% vested in this type of contribution
What is...
>Employee Contributions
100
The primary PSC use for Salesforce
What is...
Documenting calls
100
The maximum payoff length for a general-purpose loan and the maximum payoff length for a primary residence loan
What is...
>5 years for general purpose
>30 years for primary residence
100
Name the two types of people who can access DCA
What is...
>Participants
>Plan Administrators
100
The path a participant can follow to request a withdraw online
What is...
>DCA -> Dashboard -> Take Money Out
>DCA -> Plans -> Distributions -> Withdrawals
>DCA -> Shortcuts -> Make a Request -> Take Money Out
200
Name two employee contribution types
What is...
>Pre-Tax
>Roth
>After Tax
>Employee Rollover
200
The secondary system that is housed in Salesforce
What is...
Agent Assist
200
The maximum amount that can be taken for a loan in a rolling 12-month period
What is...
The smaller of these two amounts:
>$50,000
>Half the employee's vested account balance, minus any outstanding loans
200
The page used to help clear both AFN and AFY security
What is...
The Review Page
200
This is where Vanguard 403(b) rollover checks are mailed
What is...
>Directly to Vanguard
300
Name two employer contribution types
What is...
>Employer Match
>Safe Harbor Match
>Profit Sharing
300
These are icons that indicate plan and participant nuances
What is...
Beacons
300
A loan is not subject to these, as long as it is paid back
What is...
Taxes or Penalties
300
You must switch tenants to view information for this branded partner
What is...
Vanguard
300
You can update these types of contributions for a participant
What is...
Future Elections
400
The two places a participant can go to enroll in their retirement plan
What is...
>Participant Website
>ReadySave App
400
These are the two case detail fields we have to enter manually
What is...
>Reason
>Sub Reason
400
Name the three options available for a participant to complete a loan payoff
What is...
>Online
>Contacting PSC
>Contacting PA (if the plan allows)
400
The path a participant can take to update their beneficiaries online
What is...
>Plan -> Beneficiaries
400
Name the two things you need when enrolling a participant into their plan
What is...
>Savings Rate
>Investment Elections
500
This is the money participants choose to invest in the stock market
What is...
Investment Elections
500
The feature you use to pull information specific to your caller's case
What is...
Agent Assist
500
This is a detailed table that outlines the repayment plan for a loan
What is...
An Amortization Schedule
500
The path a participant can take to find prior statements online
What is...
>Plans -> Statements -> Account Statements
>Shortcuts -> Generate a Statement
>Dashboard -> Statements
500
This is the safest fund within a plan
What is...
>Capital Preservation or Money Market
600
The 2026 annual contribution limit
What is...
>$24,500
600
The correct path to view participant nuances
What is...
>Open Case -> Plan Nuances -> View All -> Select the Nuance
600
Name the three ways to correct a loan failure before it turns into an offset
What is...
>Deemed Taxable Distribution
>Lump Sum Repayment
>Loan Re-Amortization
600
Ascensus partners with this company to help participants build their retirement accounts and knowledge
What is...
Financial Finesse
600
Name the two differences between Vanguard non-ERISA 403(b) plans and ERISA 403(b) plans
What is...
>ERISA plans follow federal regulations, and non-ERISA plans do not
>ERISA plans require more employer involvement; whereas, non-ERISA plans require less employer involvement