DB CROSSWORD PUZZLE

4. The party that contributes and funds to the pension plan.
6. A regular payment made during a person’s retirement from an investment fund to which that person or employer has contributed during their working life.
8. Date the calculation uses to determine the benefit amount off of.
10. A tool in OLR that provides a timeframe to a customer on when they will receive their calculation and the payments.
11. A one single payment from the pension that can be rolled over to the customer or a financial institution.
13. A monthly payment amount for the rest of the single customer’s life.
14. First tool to use to verify callers.
15. Service used to verify repeat callers.
17. The age at which the plan allows customers to initiate retirement without reduction.

1. Payment that entitles fixed annuity for life upon death of participant.
2. Service used to determine if a participant is entitled to benefit.
3. Online service to initiate pension benefit.
5. Federal law designed to design to protect the retirement assents of investors, and the law specifically provides guideline that retirement plan fiduciaries must follow to protect the assets of private sector employees.
7. Federal Corporation created by the Employee Retirement Income Security Act (ERISA) of 1974.
9. The document the participant receives to know what their amounts and payment options are.
12. Completing the elections over the phone in DBCS, opening a ticket and having election paperwork sent out.
16. The earliest age in which a benefit can be commenced. Reduction factors might apply.