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Service After the Installation

This section reviewed the administrative duties and responsibilities associated with the ongoing operation of a qualified retirement plan.

  1. With retirement plans administered by Ohio National, all the following services are available with full-service plans only, EXCEPT:

    1. Issue of Quarterly & Annual Participant Statements
      2.
    2. Discrimination Testing
      3.
    3. Prepare Participant Reports (e.g., Summary Plan Descriptions)
      4.
    4. Prepare DOL Form 5500
      5.

  2. The Department of Labor form used to report the general condition of the plan annually is the:

    1. Form PBGC-1
      2.
    2. Form 5300
      3.
    3. Form 5500
      4.
    4. Form SSA
      5.

  3. Which of the following statements are correct regarding Ohio National's role in the qualified retirement plans market?

    1. Ohio National offers a variety of group annuities that fit almost any type of employer-sponsored group retirement plan.

    2. Ohio National provides different levels of plan administration services.

    3. For a plan to use one of Ohio National's group annuity contracts, it must also use some of its fee-based administration services.

    1. I Only
      2.
    2. I & II Only
      3.
    3. I & III Only
      4.
    4. I, II & III
      5.

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XXI: Qualified Retirement Plans
Section VII Action Assignment Satisfactorily Completed

DATE: __________

 SIGN OFF
General Agent/Trainer:
Sales Associate:
Firm (Print):


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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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