CPA
An accountant on PTA needs this many starts in a year to get paid
5
The EARN model stands for
Educate, Ask, Reciprocate, Notify
This is how many referrals are needed to reduce set up in ESO
2
This is how much arc we get per EE for WC
$25/EE
These are the 4 parts of the 4 point play
referral , PTA, wholesale, Acquisition
An RM ( BOA) gets this many points for a closed ADP deal
250 Points
this is how long until a client gets paid after their referral starts with ADP
30 days
CAV stands for this
Calculated Annual Value
Our accountants can now view clients on this product in accountant connect
WFN
This document helps an ADP rep bring business opportunities back to their bankers
Electronic ask 5
This is how many referrals a client needs to receive free payroll
4
The Investments on ADP'S simple IRA are offered through this company
American Century
the designation EA at the end of an accountants name stands for ...
Enrolled agent
these are the 3 bank brands we partner with in CT
Chase, BOA, Santander
ADP pays our clients with this form of payment for closed referrals
Gift card
a cafeteria plan is also known as
Section 125/ POP plan
40
These are the people you would partner with at chase
Branch Manager, RM, Small business banker
This number represents a clients willingness to refer ADP
NPS
Our new simple IRA bundles are called
Essential and Flexible