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Worksheets

June Sprint Release

Total questions: 15

Worksheet time: 1hrs 15mins

Name
Class
Date
1.

The two updates made to Kofax which will automate the processes involve (choose two):

a)

Stop Mail

b)

No Longer Paticipating

c)

No updates have been made to Kofax

d)

Bad Address Flag

2.

IL employers with union employees covered under a union plan should still register for Illinois Secure Choice.

a)

True

b)

False

3.

During registration Savers are now prevented from changing (check all that apply)

a)

First Name

b)

Last Name

c)

Mailing Address

d)

Suffix

4.

Regardless of the plan, all employers census and payroll files have the same formatting requirements.

a)

True

b)

False

5.

Improvements made to __________ will improve load time and help the pages load quicker.

a)

CSR Admin - Media Output

b)

CSR Admin - Cases: Work Queues

c)

Transactions - Payroll contributions: Cashiering

d)

Employers - Payroll vendor maintenance

6.

Maximum contribution warning had been added in May which will be seen by

a)

the Saver only.

b)

the Employer only.

c)

the Saver and Employer both, with different wording.

d)

the Saver and Employer both, with same wording.

7.

In the release, a screen has been added which will alert CSR when there is a duplicate ____________ in the system.

a)

Primary Phone Number

b)

Date of Birth

c)

Social Security Number

d)

Mailing Address

8.

When helping an MRBs, the license status must be ___________ for them to qualify for the SSRP.

a)

Ready for Assignment

b)

Active

c)

Assigned

d)

Surrendered

9.

The two special characters which can now be used in the mailing address field are

a)

Periods and Semi-colons

b)

Apostrophes and Commas

c)

Periods and Apostrophes

d)

Periods and Commas

10.

To improve load time the CSR Admin: Work Queues screen with display ___________ records at a time.

a)

75

b)

50

c)

25

d)

100

11.

The plan which has added a new ESG fund is

a)

OregonSaves

b)

Illinois Secure Choice

c)

CalSavers

d)

No plan has added a fund in this release

12.

CA law requires CalSavers conduct an Open Enrollment Period once every ______ year(s).

a)

5

b)

1

c)

3

d)

2

13.

What plan is receiving additional communications outside of their Quarter 2 statements?

a)

IllinoisSecureSaves

b)

OregonSaves

c)

Illinois Secure Choice

d)

CalSavers

14.

Which of the following are optional pieces of information on the Census File?

a)

First name, last name, date of birth

b)

Email address, mailing address, external payroll ID

c)

Social security number, zip code, email

d)

Physical city, physical zip code, full name

15.

On what day is CID ran for employer-uploaded Savers?

a)

Day 1

b)

Day 90

c)

Day 30

d)

Day 15