The software application that our clients use to transmit contribution and census information electronically.
What is ExACCT?
100
The year that IFD was formed.
What is 2009?
100
The task that should be sent to the PACs for a source to source correction.
What is PA-SCTOSC?
100
In Retirement Services OSU stands for this.
What is the Omni Support Unit?
100
Name the DFR goals.
What are Improve Productivity, Improve Service and Employee Development?
200
Reveiwed on a daily basis to make sure the amount requested by ACH debit clients is the amount that was pulled from their bank account.
What is the Treasury report?
200
The transaction code in Omni to complete a manual address change.
What is T541?
200
This task is automatically generated for plan with quarterly statement exception errors.
What is QTRLY ERR?
200
At OneAmerica CSS stands for this.
What is Corporate Support Services ?
200
Name OneAmerica's goals.
What are Excellence, Strength and Growth?
300
The form the client completes that contains their banking information and states if they are going to be ACH debit, ACH credit, or Wire.
What is Electronic Data Transmission Profile (EDT)
300
IFD processor accesses the pending report via e-producer to process this form.
What is the Spousal consent form?
300
The task that is created in Powerimage when the client submits their annual census.
What is YE Process?
300
DE (in Omni) stands for this.
What is Data Element?
300
The number of consecutive quarters that the company has paid out a performance bonus.
What is 11?
400
The DTU supervisor performs these on a monthly basis to make sure the representatives are providing the correct information to the client in a professional manner.
What are call evaluations?
400
The PACS and IFD are switching these responsibilities in the Fall of 2011.
What are Manual Source to Source transfers and T154s?
400
This is needed when determining a participant's missed earnings opportunity on a contribution.
What is a P & L calculation?
400
VBA (in Omni) stands for this.
What is Visual Basic Application?
400
Name Retirement Services goals.
What are Straight through Processing, Organic Growth, Asset Retention and Revenue?
500
The name of the plan that stopped sending us a magnetic tape to load their contribution information into ExAcct.
What is the City of Indy?
500
457 transfers, 403(b) transfers, 403(b) exchanges and _______ require a checklist to be completed before processing.
What are Rollovers?
500
The number of Star Wars toys that Tom Boyle has on his desk.
What is 12?
500
FICA stand for this.
What is the Federal Insurance Contributions Act?
500
The name of the application you use to rank yourself on the goals that you have completed for the previous six months.