Cordoba 401k Platform/Services

Goal is to understand Vanguard platform in terms of services, and processes in order to vote on issue by July and implement as ready to go by Jan 1st of 2023

  • Logon information https://sponsor.Vanguardplan.com User name: VRPAPLAN Password: Vanguard1 Image: Coffee

    ×

    How to do this task:
    Subtasks:
  • Login ID number: 7779998VG Password: Vanguard1

    ×

    How to do this task:
    Subtasks:
  • Security phrase: Vanguard

    ×

    How to do this task:
    Subtasks:
  • Security question response: Vanguard

    ×

    How to do this task:
    Subtasks:
  • Image: Coffee

    ×

    How to do this task:
    Subtasks:
  • Test Vanguard participant platform

    ×

    How to do this task:
    Subtasks:
  • https://my.Vanguardplan.com Login ID number: 7779998VG Password: Vanguard1 Date of birth: 06/17/1966 First 3 digits of SSN: 777 Last 4 digits of SSN: 9998 Zip code: 19025 Phrase: Vanguard Image: Keyboard

    ×

    How to do this task:
    Subtasks:
  • Who will be the assigned client rep at Vanguard to work with Cordoba

    ×

    How to do this task:
    Subtasks:
  • How will loans be processed moving forward?

    ×

    How to do this task:
    Subtasks:
  • How will current loans transition and payments?

    ×

    How to do this task:
    Subtasks:
  • How will edi File upload or correspond with Cordoba's new HRIS platform?

    ×

    How to do this task:
    Subtasks:
  • Security question response: Vanguard Security phrase: Vanguard

    ×

    How to do this task:
    Subtasks:
  • Will there be a dedicated rep to conduct testing for Cordoba?

    ×

    How to do this task:
    Subtasks:
  • When annual audit begins, will auditor have access to plan and how much support will come from Vanguard versus HR at Cordoba

    ×

    How to do this task:
    Subtasks:
  • How are withdrawals handled?

    ×

    How to do this task:
    Subtasks:
This checklist was created by mari

121 copy saved

121 copies saved