RKA
What can we have instead of a SSN?
any 9 digit code that isn't 1234... or 0000
Setting expectations of our role
Phase 1
Finish the Phase: Block of ..... Overview
Business
part of educating the advisor with enrollments
OEC
to change any information in the project
PIM
What do we need from an authorized signer but not an admin contact?
Signatures
Asking for new business
Phase 3
How to find more info on a certain fund on the page
clicking on the name
helping the trustee with PIF/Employee data file
PIM
to send out physical enrollment packets
What are the 5 things we need from trustees?
SSN, Sig, Name, Email, Phone #
Informing who the OEC is
Phase 2
What are 2 things we need for personalized enrollment and education materials
EAN/CN
Once the plan has gone live, who is in charge of the plan
CAR
JB/Business Opps
What can we take instead of having banking info?
Checks
Constant contact with external and internal team on updates
Phase 2
Where can we find documents we need on the website DURING the implementation process?
Forms page
any question related to advisor website/DS
Nick Joyce/Sarah Bogan
What are the 4 investment rows on the Wilshire Addendum?
Balanced, Advantage, Fee Sensitive, Advance
Doing an Advisor Website Walkthrough
Phase 3
"view a document"
Who does:
Relationship Manager
To see the PIM assignment for that day
Stephen/Stephanie