Normal Distributions (in-service, lump sum, etc.): Web requests: DL needed only if the amount is over $20k DL not needed if request is entered by CSR Fo...

Disbursement Rejections due to Name/SSN Mismatch The custodian Charles Schwab verifies a participant's name and SSN combination on file with BlueSta...

CSRs often receive calls from participants who state they are terminated but currently have an active status on file. It can typically take 1-2 payroll cycl...

Schwab Procedures: If a participant has an international mailing address, we would be required to gather the following documentation depending on their ...

There are occurrences where the loan payment date that is set up for a participant's new loan does not align with the company's payroll schedule in ...

{Under Construction} In order to rollover funds from their prior plan into their Ameritas BlueStar plan, participants must first complete the Rollover C...

BlueStar Ameritas is the 3(16) Administrator for the attached list of plans, which means that we will approve distribution requests, QDROs, and death accoun...

When participants wish to payoff their outstanding loans, they will submit a Loan Payoff Request to CSRs, which generates an automated email with instructio...

Compiling various plans with known vesting issues here as an easy reference guide.  Boggus - Partial Plan Termination R:\CAPITALClients\B...

We have a small number of plans that are pooled plans where participants do not have individual accounts and the TPA is responsible for tracking participant...