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
The plan participant must let us know if they live in a state with mandatory state taxes in order for us to prevent them being withheld. TTC does not withho...
Tue, Jul 2, 2024 at 4:45 PM
Regulatory Reference Documents If a participant elects to roll their Traditional balance to a Roth account, this is a taxable event. We (TTC) will n...
Thu, Aug 31, 2023 at 3:29 PM
CSR Guide/Procedure: InnoVest Systems.docx Includes instructions for InnoTrust (InnoVest) and InnoPay InnoVue Manual: InnoVue Manual.docx
Mon, Jul 22, 2024 at 3:28 PM
Some plans include a QBAD clause in the plan document that allows an in-service distribution in the event of a birth or adoption. Please use the normal dist...
Fri, Aug 9, 2024 at 11:23 AM
Beginning January 1, 2025, the following fee changes will be made affecting all plans. If the PlanInfo App has an exception, that is still valid (i.e. NHC n...
Fri, Aug 30, 2024 at 8:53 AM
Use this guide to walk through the process with the plan participant while on a call. Use the Online Enrollment Assistance ticket template. First Ve...
Tue, Sep 3, 2024 at 2:20 PM