CEH
Carestar's Plan Number
423547
What does PES stand for
Plan entry System
Insurance Policy that protects the plan against losses resulting from fraud or dishonesty
Fidelity Bond
____ which is an IRS-defined designation of companies related by ownership
Controlled group
Name he would call us at the beginning of class
"children"
Where would you find if a plan has automatic enrollment in CEH?
Plan Feature
What does PSW stand for
Plan Sponsor Web
For a late short form filer, if they have 3 filings late and have NOT received any letter from the DOL and IRS - what is the maximum penalty amount for DFVC?
$1500
How long is an ADP payroll Code
3
When nick wanted you to write something
"if you are a note taker, this a note for you"
What does CEH stand for
Client Engagement Hub
What tab in PES can you find out if an employee is eligible to contribute?
Eligibility
A TPA does which of the following for a client in regards to their 5500
Creates the Form 5500 For the client
How can you recognize a TotalSource Client?
By checking the product info tile in the client dashboard
Or
by looking in pes>PesComponent> payroll
Says "______" (Nailed It)
BOOM
First thing that pops up when you enter a plan number
What tab can you find information about the plan itself in PES.
Plan Information
What is not an option if a client has a late 5500.
ARCC (admission of compliance Correction) Program
Which of the following words is used to refer to the monies used to fund employer contributions in order to remedy year-end test results?
Allocations
Purple
where would you find Market segment in CEH?
Plan Information Tab
This tab lets you create reports in PSW
Reports>Create Reports
Where would you find any info on whether or not the client has blank financials on their 5500?
CEH
What must PAs do to add or change employer contributions?
Amend their plans
what year did nick start dating elena
2023 <3