Across
- 1. Last name of the contact person for questions about Rent Invoices or Chrome River expenses
- 4. This report can now be customized for each plan
- 7. Standard turnaround for compliance review is this many days to receieve comments
- 9. Regional office meetings are held at this frequency
- 11. This type of advisor compensation is built into the price of a group annuity plan
- 12. These must be requested separately when ordering premier trust enrollment kits
- 14. Recent acquisitions City National Bank and BMO operate under this name
- 16. This type of Salesforce account is used for advisors who are not appointed with OneAmerica
- 18. This type of revenue sharing account is funded by AUL and availabe to plan with assets of $5M+.
- 19. The SFA level a plan is changed to as part of the electronic new business submission process
Down
- 2. This function in Outlook replaces the Stationary fature from Lotus notes
- 3. This advisor group has several restrictions regarding products and investments
- 5. The new task "type" for logging tasks in SFA
- 6. This must be provided to participants before they are given the opportunity to enroll in a plan
- 8. This person manages the SWAT program
- 10. We partner with these on unbundled GVA plans
- 13. A new corporate trustee available for premier trust plans
- 15. The website used to look up important plan documents and information about a plan
- 17. The service level for plans with $10-30M is assets
- 20. This new business document is specific to 403(b) plans