BG5150 Posted December 9, 2020 Share Posted December 9, 2020 How do you react/respond to a client's request for their current plan docs (AA, BPD, SPD, etc)? I find in way too many cases, soon after I supply the requested material, I get a letter saying the client thanks us for our service, but they are making a change. Why should I facilitate that? I know that's not the case will everyone who requests them, but I also want to shout into the phone: YOU SHOULD HAVE ALL THIS. IN FACT YOU MUST. How do you admonish the client for not having these doc without sounding like a jerk? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left. Link to comment Share on other sites More sharing options...
Bill Presson Posted December 9, 2020 Share Posted December 9, 2020 Typically we'll forward an email where the documents were already provided and ask if they need any help with something. Catch22PGM, Ebplans, SSRRS and 1 other 4 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
Belgarath Posted December 10, 2020 Share Posted December 10, 2020 We generally say something to the effect of, "Sure, we'll be happy to forward those. Would you please tell me why you need them?" Honestly, these days when it is as simple as attaching a PDF to an e-mail, we don't find it much of a burden. Maybe we are just lucky that we don't get too many of these requests. Wasn't as easy in the old days - then these were a thorn in the side. hr for me and SSRRS 2 Link to comment Share on other sites More sharing options...
ratherbereading Posted December 10, 2020 Share Posted December 10, 2020 I am pretty sure clients keep nothing we send them. It's very annoying. SSRRS, Ebplans, Luke Bailey and 1 other 4 4 out of 3 people struggle with math Link to comment Share on other sites More sharing options...
Pam Shoup Posted December 10, 2020 Share Posted December 10, 2020 We post the plan documents on the website for the plan sponsor/financial adivisor and the SPD for the participants/sponsor/advisor. We also post the last three 5500 forms and the annual plan testing for the sponsor/advisor and the SAR for all parties to the website. We then direct them to the web to find the data. Effen and Luke Bailey 2 Pamela L. (Bobersky) Shoup CEBS, RPA, QKA AMI Benefit Plan Administrators, Inc. 100 Terra Bella Drive Youngstown, Ohio 44505 800-451-2865 www.amibenefit.com Link to comment Share on other sites More sharing options...
Lauren0507 Posted December 11, 2020 Share Posted December 11, 2020 Back in the old days, you could tell them there is a copying charge. Now that everything is electronic, we just email them what they ask for. Does not happen very often. Link to comment Share on other sites More sharing options...
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