easy
When is the deadline for Q2 Registration for 401k Certification Course?
a. April 1, 2019 at 1pm
b. June 30, 2019 at 5pm
c. March 31, 2019 at 5pm
March 31, 2019 at 5pm
True or False:Q2 Call Campaign has kicked off?
True
Fill the missing information: New File Sharing Functionality
On March 22, 2019, *** will allow internal users to share documents with registered PSW users directly on the website. With this new functionality, **** provides a 2-way document exchange experience. It’s as easy as 1-2-3!
Submit a Document
When is the new NavSmart SIL Template called Tax Address Update (PS) be available for PS use when initiating an address change on a participant's tax form?
a. March 29, 2019
b. March 15, 2019
c. April 1, 2019
C. April 1, 2019
True or False:
Plan Sponsors are not required to provide a signed service agreement directly to MTC in order to use their Automatic Rollover IRA for MT/WD?
False
Fill the missing information: *** can now access PDF files directly via the following path on the Shared drives, and no longer require the need for an HP Project and Portfolio Management (PPM) request to retrieve copies.
CAR/SCS
Where can we locate the Signature Administrative Guidelines for Financial Transactions?
a. PSW/your resources/regulatory disclosure
b. PSW/your resources/administrative guide
c. PSW/your contract reports/transactions
b. PSW/your resources/administrative guide
True or False:
Are both email on file will be valid for email confirmation?
True
what is the missing info: For Opt-out Process ML Inforce W3 Conversion
Trustees who do not wish to proceed with the compensation changes should contact their ******
Advisor