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  5. Rollover Test Questions - Pre Test
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There is a policy and procedure document which should be used to go through the quiz. If you have not received a copy of this Word document, let me know and I will forward it to you.

If you have any questions, please feel free to contact me.

Alexis
333-1794
 
 
 
What is the purpose of the rollover?
   
 
 
 
Put the steps in order from 1 - 8.
Determine rollover process for next year for those Plan Sponsors having a negative open enrollment.
Hold meeting to evaluate the overall success of the rollover process and update documents as needed (IPP, collection data sheet)
Initiate work on agreed upon PADU
Hold initial internal strategy session for the rollover process.
Conduct external rollover discussion
Deliver with agreed upon PADU (includes QC of outbound data files)
Track activities/status of initiated work on agreed upon PADU
Reconcile 1st inbound deduction file for the new plan year
 
 
 
Negative Enrollment is defined as:
Not requiring current members to re-enroll. Members will be moved from one plan year to the next.
 
False
 
True
 
 
 
In the acceptable approach, when should SRC receive the clients file?
 
No less than 2 weeks prior to the first plan year election file.
 
No less than 3 days prior to the first plan year election file.
 
No less than 3 weeks prior to the first plan year election file.
 
No less than a week prior to the first plan year election file.
 
 
Click on the appropriate role(s) to match the responsibility.
AM DA IM IT
Document in IPP
Document the Data Exchange Collection Worksheet - in development
Determine rollover process for next year for those Plan Sponsor having a negative OE.
 
 
 
If rates for the new plan year are not changing, do you still need a rollover?
 
Yes
 
No
 
Maybe
 
 
 
How often should the rollover be discussed with the client, and when should the first discussion take place?
   
 
 
Positive enrollment is defined as:
Requiring all current members to re-enroll in order to keep coverage in the new plan year.
 
False
 
True
 
 
 
In the acceptable approach, who should the client include in their rollover file?
   
 
 
Match the term with the correct definition.
Acceptable Web Rollover Rollover strategy outline Preferred Election file
Document used to collect details outlining the upcoming rollover process. Each outline is posted to the Data Exchange tracking form each year.
Syncing our system (IVR/Web) with the clients' payroll system. Used for updating deductions in the clients' payroll system.
Approach in which the file is received from the client and synced up by SRC system.
Online format of the IVR system
File transmitted to each IVR client containing election data to start, stop or change deductions and rates.
Approach which retains the clients' payroll system as the master.
 
 
 
What approach do we use for clients who expect us to drive their payroll system?
 
Unacceptable
 
Acceptable
 
Discouraged
 
Preferred
 
 
 
What sources are available for information on previous year rollovers?
   
 
 
 
Why is it unacceptable to create a rollover file from coverage in Luminx?
   
 
 
Click on the appropriate role(s) to match the responsibility.
AM DA IM IT
Lead discussion and update strategy outline and collection worksheet w/results of discussion.
Act as a consultative resource
Provide PS w/applicable items for their use and summary of decisions/next steps.
Schedule external discussion which may be coupled w/other related OE and new plan year activities.
 
 
 
In the preferred approach, can the client submit a full file or would it include only the people they rolled over?
 
Full file
 
only those they rolled over
 
not sure
 
 
 
What process should be used for clients who have made changes in their payroll system not reflected in the IVR?
   
 
 
 
What are some key questions/talking points to discuss with the client to determine how the rollover can be best executed?
   
 
 
 
Fill in the blank:
In the preferred method, the rollover data ______ transmit back to the client.
 
does
 
does not
 
 
 
Fill in the blank:
Our systems (enrollment - IVR/Web and coverage - LuminX)_______ "talk" to each other.
 
do
 
do not
 
 
 
Fill in the blank:
In the preferred method, the client does a rollover in their system of appropriate people who _____ on the first new plan year election file from SRC.
 
were not
 
were
 
This is the pre-training quiz. If you are unsure of the answer, you can leave blank, or type "not sure."
Please print your completed quiz at the end and bring to training on Thursday, July 22nd at 2pm.
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