Denver Team Jeopardy

IRA

100

Minimum balance to open a Premier IRA

$500

200

Name of the fund that guarantees at least 1% return

Empower Guaranteed Income Fund

300

Indirect rollover timeframe

60 days

400

Tax form generated for an IRA withdrawal

1099R

500

$ threshold to qualify as a Platinum client

$250,000

State Capitals

100

Colorado

Denver

200

Massachusetts

Boston

300

California

Sacramento

400

Missouri

Jefferson City

500

Arizona

Phoenix

Forms

100

Used to claim an I2 Demin account

IRA Claim Form

200

Used to set up a periodic payment plan from a Premier IRA

Withdrawal Request

300

Used to transfer an outside IRA into a Premier IRA here

IRA Transfer of Assets Request

400

Used to update a clients name on their account

Personal Information Change Request (PIC form)

500

Used when a client is sending in funds from an outside rollover into their Premier IRA

Incoming Transfer/Rollover

Systems

100

Used to view/transact on someones Premier IRA account

CSAS

200

Forms imagining system

PRISM

300

Used for additional verification

Experian

400

Used to verify clients bank information

GIACT

500

Used to book an appointment with an Advisor

TimeTap

Leadership Team

100

Andover Mgr Investor Services

Melissa Sachsel

200

Andover Sr Mgr RSG Retail Advisory Services

Doug Heald

300

Denver Mgr Retirement Advisor

Katie Hubbard

400

VP RSG Investor Services

Marc Lachance

500

SVP Retirement Solutions 

Carol Waddell