May the Salesforce be with you
Within SF Knowledge, these documented guidelines provide step by step instructions, scope, purpose, and additional resources for completing routine tasks and procedures.
What are SOPs (Standard Operating Procedures)
A plan must undergo this process if it qualifies as a 'large' plan with more than 100 participants with account balances
What is a plan audit
This is the interface where the admin Task List can be viewed.
What is the Admin Dashboard
This term describes how a 401(k) plan is funded, containing participant and company contributions, loan payments, and compensation details.
What is a CSET
This pricing plan costs $200 a month.
What is the Concierge Pricing Plan
This is the specific number of business hours we must adhere to for our First Response Service Level Agreement (SLA).
What is 4
According to the IRS, this is the date which non-discrimination testing must be completed to avoid penalties.
What is March 15th
This is the name of the system used to locate incoming rollover tickets.
What is JIRA?
This term refers to the connection between our system and the payroll provider.
What is Payroll Integration
This is where you can access an invoice for a customer.
What is Netsuite
This term describes cases that have a due date that has already passed.
What are stale cases
This is the name of the test that compares the average salary deferral percentages of highly compensated employees (HCEs) to those of non-highly compensated employees, including both pre-tax and Roth deferrals, but excluding catch-up contributions.
What is ADP
This is the system you access to log into the admin dashboard.
What is Nexus
This document originates from payroll and automatically populates the contribution set (CSET).
What is Payroll Journal
These fees charge clients for using our platform and technology, consisting of a base fee and a per-employee fee.
What are Administration & Service Fees
This a survey sent daily at 10 AM PT for Dedicated Account Management cases that were closed on the previous day.
What is CSAT
This is the deadline to file Form 5500
What is July 31st
This is the name of the system used to log into both CC360 and NetSuite.
What is Okta
After receiving an ACH Reject case, CAMs are expected to send an email to the admin within this many hours.
What is 24
If a customer contacts us about an invoice error and requests a refund, this is the maximum dollar amount a CAM can approve without manager approval.
What is $500
When an admin contacts you using this specific feature, it automatically generates a case for you directly within Salesforce.
What is the Client Contact Card
The IRS and DOL require this annual report to provide information on investments, operations, and conditions of a retirement plan.
What is Form 5500
What is Salesforce
This is the section located within the Payroll tab in Internal that you'll navigate for information for payroll related questions.
What is Service Responsibilities
This is the name of the report that lists the participants being billed on a billable account invoice.
What is the Snowflake Report