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
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
Wednesday, September 17, 2025 4:03 PM Prime Interest Rate has been decreased from 7.50% to 7.25%. Relius has been updated. For example, if the loan you a...
Wed, Sep 17, 2025 at 4:03 PM
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...
Mon, Aug 4, 2025 at 4:07 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
One of the provisions in SECURE Act 2.0 was for the DOL to create a database for old 401k plans. It was launched without much publicity, but this will ...
Thu, Aug 14, 2025 at 12:01 PM
Assistant - RM Workflow Assistant-RM Workflow (sharepoint.com) Cassie updates quarterly, linked above.
Fri, Mar 14, 2025 at 11:23 AM
Incoming Calls Ptp calls to ask why they received a check they didn't request. 1. Open their contact in FD and check for a distribution request ...
Thu, Oct 2, 2025 at 1:04 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
Disclosure used for calls if needed - also at the end of the email sent through Adobe Sign For security purposes, you may be asked to provide your cu...
Thu, Oct 2, 2025 at 1:04 PM