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...
Thu, Sep 12, 2024 at 10:54 AM
RPS Loans workflow here: Loan Request Workflow Loan Reference Information [#112499] Other : The Trust Company of Tennessee (freshdesk.com) Requeste...
Mon, Nov 27, 2023 at 5:36 PM
2024 Hurricane Helene Exception: We are going to allow for anyone affected by the hurricane to purchase materials/pay contractors up front with a credit ...
Mon, Sep 30, 2024 at 4:30 PM
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
RMDs on Roth 401(k)s (effective 1/1/2024) For clients who will be age 73 by the end of this year: For living participants who are owners (regardless of a...
Wed, Oct 2, 2024 at 9:48 AM
2024 ESOP Information Do not send anything for PYE 2023 until statements are mailed on September 27, 2024. ESOP Processing Timeline Plan Year Ending 12/...
Mon, Sep 9, 2024 at 3:50 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 Phone Number (877) 673-3581 NHC Phone Number (800) 538-3628 Fax Line 1 (865) 342-1962 Fax Line 2 (865) 342-1...
Mon, Aug 5, 2024 at 1:14 PM
What is it? Sometimes clients experience internal payroll issues that cause plan participants to miss deferrals and/or contributions (match, PS, etc.) into...
Fri, Jun 16, 2023 at 9:13 AM