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WorksheetsSFRP February 2024 Knowledge Check
Total questions: 10
Worksheet time: 3hrs 30mins
According to the Employer Eligibility and Exemption Guidelines, CSRs should only be resetting to invited if:
ER claims to be ineligible due to having less than the minimum number of EEs required.
ER claims to have no EEs.
Company has been sold or closed.
Company has another qualified retirement plan in place.
A third-party administrator acting on behalf of an employer is not necessarily eligible to participate in an SFRP:
True
False
If a Saver calls in after the wrong access code been received, CSR should:
Offer escalation for further research.
Create an RT
Apologize for the inconvenience, and once authenticated, provide the correct one.
Route case to Employee Account Review queue.
Escalation requests should be first send to:
AGS Call Center
SFRP General - Spanish Transfer Requests, Escalations, etc.
CSR’s team’s chat
New Hire Group Chat
Escalations should not be offered to the callers.
True
False
RTs should not be submitted for:
Delete unused payroll lists
General Research/
Miscellaneous Request
Asking for API to be deleted for the employer to be reset.
If a Saver wants to cancel a pending contribution, what should the CSR do?
Submit case to Resolution Services queue.
Submit case to AR Stop Check and send email.
Advise Saver that wd can’t be cancelled once is pending.
Advise Saver to allow the wd to process and then send in as new contribution to make it cancel.
If a Saver wants to cancel a processed distribution, what should the CSR do?
Submit case to Resolution Services queue.
Make sure the check has not been cashed already, then submit case to AR Stop Check and send email.
Advise Saver that wd can’t be cancelled once is pending.
Advise Saver to allow the wd to process and then send in as new contribution to make it cancel.
If a caller working under IHSS wants to join CalSavers, what should the CSR advise to be done?
To refer to ER and ask to be added
To self-enroll on the program’s website
To ask ER for an enrollment form
IHSS Providers can contributed thru personal contributions from their bank account and via payroll deduction.
False
True
