401k
How often do we do a Plan Review?
What is Yearly/Annually
How often do we touch base with an A list client?
What is Quarterly
What is the name of the new scheduling software we use?
What is Calendly
How tall is Derek?
What is 6ft 5in
What plan does tori NOT process contributions for?
A. Boston Hernia
B. McGovern
C. Accelerated Medical
D. CT Back
What is B. McGovern
At what age are you required to take an RMD?
What is 72
What is the name of our secure file sender in Outlook?
What is Sharefile
What does April's orange sign in her home office say?
What is Relax
What service level on the IAC is represented by being the 3(38) and offering PASI models?
What is Service Level 1
What TWO documents are required at Schwab to set up a Moneylink?
What are a voided check and Moneylink form
What is the client portal for Schwab called?
What is Schwab Alliance
Who sang the National Anthem at the 2022 Yard Goats Game PASI attended?
Who are the Gay Men's Choir
What are the 2023 COLA limits for 401k/403b contribution with catch up contributions?
What is $30,000
What form is required to deposit to a SEP or Simple Account at Schwab?
What is a Custodial Log
What is the software that monitors our emails?
What is Smarsh
What is NOT a part of the compliance paperwork we send to a new client?
A. Privacy Notice
B. CRS
C. ADV Part 2A/2B
D. Wire Form
What is a Wire Form