Pension Crossword #1

The resource to use for all procedural questions.
The Fidelity DB point of contact that can grant plan exceptions under extreme circumstances.
This can be found in the pay status tab of DBCS to get estimated payment date.
The age at which the plan allows customers to initiate retirement without reduction.
In order to calculate a participants benefit we ask if they are married and for the spouse's ___
The date in which the benefit is calculated as of, but can be different then when the benefit pays out.
The document needed to segregate a participants benefit due to divorce.
An associate that helps a retiree with starting all benefits when they retire ( hint: you would have to open a TRAK / RETIRE WI)
The tool used for research requests.
The Federal corporation created by the Employee Retirement Income Security Act (ERISA) of 1974.
If a plan uses PES, elections are entered into this system
Before PPA, pension plan lump sum payments were calculated based on __ Rates.
If a participants forms are not able to be processed due to incorrect information, they are considered __.
When the balance of the pension does not meet the minimum requirement to keep it in the plan, it is a ___.
3rd party access on a participants account that can update anything but bene info.
When elections are taken in DBCS it is called the ___ process
Taking elections for a pension initiation on net benefits.
The earliest age in which a benefit could be commenced. Reduction factors might apply.
The IRS requires most people to start making withdrawals from their retirement plans at age 70 1/2. We do not know the amount until the final calculation is completed.
If a participant passes away before collecting their benefit, the plan may allow a __ to the beneficary.
The public legislation that was enacted to protect retirement accounts and to hold companies that have underfunded existing pension accounts accountable