SFRP December Knowledge check
Authored by Breanne Akers
Business
Professional Development
Used 11+ times
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10 questions
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1.
MULTIPLE SELECT QUESTION
15 mins • 1 pt
What should a CSR do if Saver calls in to report the employer is deducting
from their check but not sending over any funds to their retirement account? (Select all that apply)
Email Lead Support
Confirm with Saver if its ok to contact employer. (CSR makes outcall attempt)
Use case categories Main: Contribution
Sub: Missing Contributions for tracking
Email field reps to reach out to employer if no resolution with outcall attempt to employer.
Answer explanation
2.
MULTIPLE SELECT QUESTION
15 mins • 1 pt
If you have trouble with log in or locked out of astro you can:
Email uii-access@rt.acs529.com for access.
Email Lead Support for access.
Email CSAppPermission@ascensus.com for access
Request password reset/forgot password directly from Astro log in page
3.
MULTIPLE CHOICE QUESTION
15 mins • 1 pt
CSR can disclose the email SFRPOnboarding@ascensus.com to employers with payroll issues.
True
False
Answer explanation
Explanation: SFRPOnboarding@ascensus.com must never be disclosed to callers. PPS now has a new Email Alias for EXTERNAL emails!
PPS@ascensus.com can now be used for any support needed by Payroll Providers.
4.
MULTIPLE SELECT QUESTION
15 mins • 1 pt
A Saver calls in because he over contributed to his Roth IRA for year 2024 how can we assist? (Select all that apply)
Process a WD in the amount he over contributed.
Provide the Excess Removal worksheet (Available online).
Email Recharacterization/excess team alias and offer a call back.
None of the above.
Answer explanation
Explanation: Deadline for excess would be the Tax filing deadline April 15.
Unless tax extension.
5.
MULTIPLE CHOICE QUESTION
15 mins • 1 pt
A delegate can call in to reset password for the main contact.
True
False
Answer explanation
Explanation: ONLY the registered user can reset their own password.
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Employer received an enforcement notice failure to register what is needed for employer to become compliant.
Register Company.
Add eligible employees.
Submit contributions for opt in employees after 30 days.
All of the above.
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
An Employer has how many days to add new hires?
25 days from hire date.
30 days from hire date.
ER must add employees when hired.
90 days from hired date.
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