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
Wednesday, December 18, 2024 4:02 PM Prime Interest Rate has been decreased from 7.75% to 7.50%. Relius has been updated. For example, if the loan you ar...
Thu, Dec 19, 2024 at 7:40 AM
General Information from the notice sent to plan participants What do I need to do? There is no action required by you to accept this change if you are inv...
Thu, Dec 5, 2024 at 3:50 PM
Online Access - Multi-Factor Authentication (MFA) for One-Time Pin (OTP) delivery Use this when assisting participants with logging into their online accou...
Wed, Jul 10, 2024 at 12:40 PM
Incoming Call 1. Explain what the letter is and point out that it is a potential letter for benefits. Also says "may" have $$. "Most of...
Thu, Dec 7, 2023 at 4:33 PM
Assistant - RM Workflow Relationship Managers (sharepoint.com) Cassie updates quarterly, linked above. Additional info: For Susie Hauk - please sen...
Thu, Nov 3, 2022 at 1:21 PM
Form questions explanations 1. Timeliness The funds you receive from the distributing IRA must generally be deposited into the employer plan within 60 ...
Tue, Dec 12, 2023 at 11:57 AM
FYI - RA will show Post 2004 funds as the sum of the "EE Deferral Deferrals" and "ER Match Match". You will have to calculate this to pr...
Tue, Sep 17, 2024 at 2:47 PM
If a ptp states they need a 1099r. first research to confirm the request. Search the ptp SSN in InnoPay for that Tax Years' distributions. If you see no...
Wed, Jul 10, 2024 at 12:36 PM
Johnson City Energy check that should be posted by TO. Ortho TN checks should be posted by TO. Oral Surgery checks that say fees but aren'...
Mon, Apr 15, 2024 at 2:53 PM
FAQ for CSRs: BLACKOUT PERIOD JULY 19-AUGUST 5 Who do I contact to talk about my investment options regarding the new funds? Graystone Contacts: ...
Wed, Aug 14, 2024 at 1:24 PM