SHRM_TL_3.16.18

In order to meet the increasingly complex demands of QDRO servicing, Strategic Benefits Advisors, Inc. (SBA) provides clients with comprehensive servicing of DROs by developing and maintaining a custom DRO center that has the following attributes:

— A dedicated 800# that will be used only for servicing attorneys and their staff who require assistance with client-related DROs. The center will also service any participants who call in with DRO-related questions or requests.
— A staff of dedicated, experienced SBA employees who will be available to promptly answer incoming calls.
— A dedicated post office box solely for the receipt of each client’s DRO-related mail so that incoming communications will not be lost.
— Imaging and retention of all incoming documents.
— Development of standard QDRO models and clear instructions for use by the attorneys.
— Immediate securing of participant accounts via a hold entered directly through the outsourcer’s system or communicated to the outsourcer (we prefer direct updates to system).
— A 5-business-day commitment to provide written responses to all data requests/subpoenas for data that can be directly obtained by SBA (measured from the date of receipt of the original request to the date the response is mailed).
— Clear written communication back to the attorney(s) outlining any additional information that is needed.
— Clear written communications with the attorney(s) to describe any missing information.
— ...and more

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