EDS Training Lesson 19 - PCS or IRT Plans

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Across
  1. 2. IRT Clients can edit existing Participant[PTP] data but cannot __________ add new employees in the SSC.
  2. 8. If a participant calls with plan questions, send them to this line
  3. 9. The Investment ______ is another name for Advisor
  4. 10. IRT Plans use IPP, similar to this type of file _______
  5. 11. Principal Custody ______ is the moniker for those IRT plans we acquired
  6. 13. when reaching out to Christina Moua, include the Contact ____ , phone number and any additional information you can obtain
  7. 14. These team deals with escalated Issues involving ERs and IRT plans
Down
  1. 1. Our terminology for WF's Trust Information Delivery
  2. 3. the IRT clients used the secure file ______ to upload files
  3. 4. PCS is a division of this Principal Subsidiary; Principal _______
  4. 5. The IRT Plans have this type of coding in RIS Systems
  5. 6. this Manager helps with Employer Access issues
  6. 7. The IRT plans came to Principal in five of these in 2020 through 2021
  7. 12. You can use the Contract ______ in Salesforce to determine if a plan is a PCS plan