Template
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
Login ID number: 7779998VG Password: Vanguard1
Security phrase: Vanguard
Security question response: Vanguard
Image: Coffee
Test Vanguard participant platform
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
Who will be the assigned client rep at Vanguard to work with Cordoba
How will loans be processed moving forward?
How will current loans transition and payments?
How will edi File upload or correspond with Cordoba's new HRIS platform?
Security question response: Vanguard Security phrase: Vanguard
Will there be a dedicated rep to conduct testing for Cordoba?
When annual audit begins, will auditor have access to plan and how much support will come from Vanguard versus HR at Cordoba
How are withdrawals handled?
This creates a private checklist in your account.