Pcc Exam Week 1
Exam 1 will test your knowledge over the Pre-New Hire Training topics and information taught during week 1 of new hire training. This exam is open book. Please feel free to use your notes and all other available resources to complete the exam. However, CSRs should not discuss questions or answers with one another.
- 1.
![Which department is responsible for implementing applicable tax regulations for ADP RS as required by the IRS? This department is also responsible for issuing 1099R forms. - ProProfs]( "Which department is responsible for implementing applicable tax regulations for ADP RS as required by the IRS? This department is also responsible for issuing 1099R forms.")
Which department is responsible for implementing applicable tax regulations for ADP RS as required by the IRS? This department is also responsible for issuing 1099R forms.- A.
Client Services
- B.
Participant Call Center
- C.
Check Writing Team
- D.
Workforce Team
- 2.
![All participant checks are issued out from which ADP RS location? - ProProfs]( "All participant checks are issued out from which ADP RS location?")
All participant checks are issued out from which ADP RS location?- A.
4801 Olympia Park Plaza Dr, Louisville, KY
- B.
71 Hanover Rd., Florham Park, NJ
- C.
P.O.Box 22669., Louisville, KY
- D.
11 Northeastern Blvd, Salem, NH
- 3.
![Also referred to as a Tax Sheltered Annuity, this type of retirement plan is specific for employees of public schools, hospitals, or other nonprofit organizations. - ProProfs]( "Also referred to as a Tax Sheltered Annuity, this type of retirement plan is specific for employees of public schools, hospitals, or other nonprofit organizations.")
Also referred to as a Tax Sheltered Annuity, this type of retirement plan is specific for employees of public schools, hospitals, or other nonprofit organizations.- A.
IRA
- B.
ROTH IRA
- C.
Pension
- D.
403(b)
- 4.
![A non-qualified retirement plan is eligible for special tax consideration for both the employee and employer. - ProProfs]( "A non-qualified retirement plan is eligible for special tax consideration for both the employee and employer.")
A non-qualified retirement plan is eligible for special tax consideration for both the employee and employer.- A.
True
- B.
False
- 5.
![If a Small Market participant gets transferred to a CSR and wants the PCC telephone number, the number that should be provided is 1-800-775-4784. - ProProfs]( "If a Small Market participant gets transferred to a CSR and wants the PCC telephone number, the number that should be provided is 1-800-775-4784.")
If a Small Market participant gets transferred to a CSR and wants the PCC telephone number, the number that should be provided is 1-800-775-4784.- A.
True
- B.
False
- 6.
![PCC CSRs will receive inbound calls for all plans (Except JPMC EDC) starting from _______ to ________. - ProProfs]( "PCC CSRs will receive inbound calls for all plans (Except JPMC EDC) starting from _______ to ________.")
PCC CSRs will receive inbound calls for all plans (Except JPMC EDC) starting from _______ to ________.- A.
9:00 AM EST, 9:00 PM EST
- B.
8:00 AM EST, 9:00 PM EST
- C.
9:00 AM EST, 7:00 PM EST
- D.
8:00 AM EST, 8:00 PM EST
- 7.
![If a SIMPLE IRA participant calls in and wants information about their SIMPLE IRA account, the call should be transferred to (800) 664-5446. - ProProfs]( "If a SIMPLE IRA participant calls in and wants information about their SIMPLE IRA account, the call should be transferred to (800) 664-5446.")
If a SIMPLE IRA participant calls in and wants information about their SIMPLE IRA account, the call should be transferred to (800) 664-5446.- A.
True
- B.
False
- 8.
![If a Large Market participant needs to be referred back to the client, CSRs should provide the ____'s contact information. - ProProfs]( "If a Large Market participant needs to be referred back to the client, CSRs should provide the ____'s contact information.")
If a Large Market participant needs to be referred back to the client, CSRs should provide the ____'s contact information.- A.
Plan Administrator
- B.
Client Service Manager
- C.
IRS
- D.
Employee Service Contact
- 9.
![If an associate needs to call off from work, they must __________. - ProProfs]( "If an associate needs to call off from work, they must __________.")
If an associate needs to call off from work, they must __________.- A.
Call the Attendance Line; call their Manager, and Team Lead.
- B.
Call their Manager.
- C.
Call the Attendance Line and their Manager.
- D.
Call the Attendance Line.
- 10.
![CSRs should use PowerImage to dispatch questions to other departments that they cannot resolve at point of call. - ProProfs]( "CSRs should use PowerImage to dispatch questions to other departments that they cannot resolve at point of call.")
CSRs should use PowerImage to dispatch questions to other departments that they cannot resolve at point of call.- A.
True
- B.
False
- 11.
![After documenting a Clarify case. CSRs must hit all the following buttons to close a case EXCEPT. - ProProfs]( "After documenting a Clarify case. CSRs must hit all the following buttons to close a case EXCEPT.")
After documenting a Clarify case. CSRs must hit all the following buttons to close a case EXCEPT.- A.
Save
- B.
Quick Close
- C.
Close
- D.
Done
- 12.On the "Forms" link of the PRC, which of the below forms can be retrieved? (Choose all that apply)
- A.
Termination Form
- B.
Loan Refinance Form
- C.
Enrollment Form
- D.
Rollover Form
- 13.In order to create a task in PowerImage, you would choose which of the below links?
- A.
Web Forms
- B.
Task
- C.
Create Task
- D.
New Task
- 14.Which screen in PES could you find the Plan Administrator's or Employee Service Center contact?
- A.
Contacts
- B.
Plan Administrator
- C.
Employee Service Center
- D.
Company Information
- 15.What screen would you find plan 222215's eligibility requirements in PES?
- A.
Elig Employees/ Min Age/ Admin Service
- B.
Eligibility and Enrollment
- C.
Employee Deferrals
- D.
Elig/ Service/ Enrollment
- 16.When in the Employee Information page in PRC, which link do you have to click on in order to get into the participant's account details (e.g. account balance, withdrawals available, transaction history, etc.)?
- A.
Employee Home
- B.
View Additional Information
- C.
Employee Information
- D.
Plan Resource Center Home
- 17.The View Additional Information link in the PRC will give you termination and withdrawal fee amounts.
- A.
True
- B.
False
- 18.Which of the below are employee statuses on the PRC?
- A.
Active
- B.
Suspended
- C.
Terminated with an Account Balance
- D.
Eligible
- 19.The PRC balances are updated in real time so any contributions that have been deposited into the participant's account today will be visible to the participant on mykplan.com today.
- A.
True
- B.
False
- 20.Which tile on the Employee Home's left navigation bar needs to be expanded in order to take you to the links which will lead you to the employee's Summary Plan Description?
- A.
Plan Home
- B.
Plan Information
- C.
My Account
- D.
Investments
- 21.Which link on the PRC will take you to the history (date, time, percentage) of all contribution rate changes submitted by the participant? You can also get a copy of the confirmation letter here for each financial transaction.
- A.
Account Updates and Confirmations
- B.
Transaction History
- C.
Contribution Rate Change
- D.
Change My Contributions
- 22.You can change a participant's userid and password by clicking on the downward arrow by the participant's name at the top right hand corner of Employee Home and then clicking on the Login & Security Information link.
- A.
True
- B.
False
- 23.You can do a Custom Date Range up to 3 years at a time in Transaction History on the PRC.
- A.
True
- B.
False
- 24.If an employee calls into the PCC on 8/1/2016 and he/ she started contributing into the 401(k) plan on 3/1/2016, what time frame will the "Performance" tile show on the PRC?
- A.
4/1/2016 to 6/30/2016
- B.
8/1/2015 to 8/1/2016
- C.
7/31/2015 to 7/31/2016
- D.
It will be blank because there is not a year's worth of data.
- E.
3/1/2016 to 7/31/2016
- 25.What does "Fees - Allocation" mean on the employee's transaction history?
- A.
The company is having certain 401(k) administrative fees billed to the participants directly (like ADP's monthly recordkeeping fee)
- B.
The participant is invested in funds which charge a monthly 10% fee for investing in the fund.
- C.
The participant submitted an investment allocation change and is being charged a fee for the request.
- D.
The participant opted to be taxed on their contributions into the 401(k) on a monthly basis and these fees are the tax withholdings being deducted from their account.
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