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
FYI - SmartDesk stores elections under the memos section: Link to General Information Document: https://thetrustcomp.sharepoint.com/:b:/r/sites/...
Sun, Aug 24, 2025 at 8:57 AM
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
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...
Thu, Apr 3, 2025 at 1:53 PM
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...
Tue, Jan 28, 2025 at 1:55 PM
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...
Wed, Oct 1, 2025 at 12:21 PM