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There is a policy and procedure document which should be used to go through the quiz. If you have not received a copy of this Word document, let me know and I will forward it to you.
If you have any questions, please feel free to contact me.
Alexis 333-1794
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| What is the purpose of the rollover? | | |
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Put the steps in order from 1 - 8. |
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Conduct external rollover discussion |
| | Hold meeting to evaluate the overall success of the rollover process and update documents as needed (IPP, collection data sheet) |
| | Determine rollover process for next year for those Plan Sponsors having a negative open enrollment. |
| | Track activities/status of initiated work on agreed upon PADU |
| | Hold initial internal strategy session for the rollover process. |
| | Deliver with agreed upon PADU (includes QC of outbound data files) |
| | Reconcile 1st inbound deduction file for the new plan year |
| | Initiate work on agreed upon PADU |
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Negative Enrollment is defined as: Not requiring current members to re-enroll. Members will be moved from one plan year to the next. |
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In the acceptable approach, when should SRC receive the clients file? |
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Click on the appropriate role(s) to match the responsibility.
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If rates for the new plan year are not changing, do you still need a rollover? |
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| How often should the rollover be discussed with the client, and when should the first discussion take place? | | |
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Positive enrollment is defined as: Requiring all current members to re-enroll in order to keep coverage in the new plan year. |
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| In the acceptable approach, who should the client include in their rollover file? | | |
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Match the term with the correct definition.
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What approach do we use for clients who expect us to drive their payroll system? |
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| What sources are available for information on previous year rollovers? | | |
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| Why is it unacceptable to create a rollover file from coverage in Luminx? | | |
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Click on the appropriate role(s) to match the responsibility.
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In the preferred approach, can the client submit a full file or would it include only the people they rolled over? |
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| What process should be used for clients who have made changes in their payroll system not reflected in the IVR? | | |
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| What are some key questions/talking points to discuss with the client to determine how the rollover can be best executed? | | |
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Fill in the blank: In the preferred method, the rollover data ______ transmit back to the client. |
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Fill in the blank: Our systems (enrollment - IVR/Web and coverage - LuminX)_______ "talk" to each other. |
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Fill in the blank: In the preferred method, the client does a rollover in their system of appropriate people who _____ on the first new plan year election file from SRC. |
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