Transaction Tasks and Procedures
Initial Review Phase Associate completing the initial distribution review must flag the PC record by selecting "Yes" in the "Manager Appro...
Mon, Dec 22, 2025 at 3:07 PM
(Under Construction) Charles Schwab On the Schwab website, navigate to Operations > Incoming Cash to search for check image. On the followin...
Fri, Jan 9, 2026 at 4:11 PM
If vesting appears to be incorrect for a participant's distribution, a PC2 activity will be needed. This replaces our previous procedure of reachin...
Thu, Mar 5, 2026 at 2:30 PM
PlanName Entity PlanIdRelius J&S Comments Americas 403b PEP MP BRSAMERB Yes Ameritas 403(b) PEP MP AMERITAS3B ...
Thu, Mar 5, 2026 at 2:37 PM
Loan Application - Paper Form Entry Verify Loan Application is IGO: Ensure that information is complete for amount, duration and a valid signature is provi...
Tue, Mar 24, 2026 at 4:21 PM