Call Guidance and Reference Guides
Use this folder to find verbiage for many situations. Also includes updates, changes, steps of info outside of CSRs/Daily Ops that get added, etc
Sending as Fax We have two fax numbers to receive documents to planinfo. 865-342-1964 and 865-342-1962 If we send a fax, it will be sent from 865-342-196...
Mon, Jun 9, 2025 at 4:46 PM
Loans Checklist for CSR calls: Loan Checklist.docx Loans Standard Operating Procedure: Loan Procedures.docx RPS Loans workflow here: Loan Request Workflo...
Fri, Jul 18, 2025 at 9:53 AM
IRS Approved Hardship Checklist Please refer to this document as a guiding tool when working with a participant that's submitting proof of hards...
Thu, Jul 9, 2026 at 11:05 AM
General information Processing time: 5-7 business days after receipt of all qualifying documents Distribution Fee: generally $75 - check the plan informat...
Wed, Jul 10, 2024 at 2:25 PM
General Notes We can designate distributions come from the Roth source, but we cannot designate funds to come from Roth basis or gains. Qualified Roth...
Fri, Apr 12, 2024 at 9:37 AM
2025 RMD Spreadsheet here (remember, this does not account for any distributions taken this year): 2025 Qualified Plan RMD Spreadsheet.xlsx RMDs on...
Fri, Aug 14, 2026 at 3:30 PM
2026 ESOP Information Plan Term Answer Script: “The ESOP terminating has always been a possibility since it has not been funded in several years. As of ...
Fri, Jul 24, 2026 at 1:20 PM
3/11/2024 - Notified via EMail The Caris employees that should have been auto-enrolled in December of 2023 were missed. We are going to be starting their 3...
Mon, Mar 11, 2024 at 5:17 PM
Customer Service Main Number 877-673-3581 NHC Benefits Hotline 800-538-3628 Fax Line 1 865-34...
Tue, Oct 28, 2025 at 8:36 AM
There is no legal requirement to freeze a participant’s account when a Plan Administrator receives notice that a divorce is pending. The QDRO procedures st...
Thu, Oct 2, 2025 at 1:04 PM