Table: Tasks
Lookup Value:
Start Date:
End Date:
| Task | Opportunity (Formula) | Stage | Status | Due Date | Assigned To (Full Name) |
|---|---|---|---|---|---|
| Cash Value Reporting | "`Kelly, Ted`" | Admin | Complete | 01/01/2023 | Brittney Leonard |
| Cash Value Reporting | "`Kelly, Ted`" | Admin | Complete | 01/01/2023 | "Brittney Leonard,Heather Townley" |
| Cash Value Reporting | "`Kelly, Ted`" | Admin | Complete | 02/01/2023 | "Brittney Leonard,Heather Townley" |
| Cash Value Reporting | "`Kelly, Ted`" | Admin | Complete | 02/01/2023 | Brittney Leonard |
| Ted Kelly Cash Value Reporting | "`Kelly, Ted`" | Admin | Complete | 03/01/2023 | Brittney Leonard |
| Ted Kelly Cash Value Reporting | "`Kelly, Ted`" | Admin | ToDo | 04/01/2023 | Brittney Leonard |
| Reply to Brad`s email question | "`Kopp, Brad`" | Admin | Complete | 07/28/2021 | Chris Wyrtzen |
| Cash Value Reporting | "`Kopp, Brad`" | Admin | Complete | 01/01/2023 | Brittney Leonard |
| Cash Value Reporting | "`Kopp, Brad`" | Admin | Complete | 02/01/2023 | Brittney Leonard |
| Brad Kopp Cash Value Reporting | "`Kopp, Brad`" | Admin | Complete | 03/01/2023 | Brittney Leonard |
| Brad Kopp Cash Value Reporting | "`Kopp, Brad`" | Admin | ToDo | 04/01/2023 | Brittney Leonard |
| Review Bob`s question with Case Design team Tuesday morning | "`Petry, Paul`" | Admin | Complete | 01/25/2022 | Chris Wyrtzen |
| Cash Value Reporting | "`Petry, Paul`" | Admin | Complete | 01/01/2023 | Brittney Leonard |
| Withdrawal/ Disbursment | "`Petry, Paul`" | Admin | Complete | 01/17/2023 | Heather Townley |
| Cash Value Reporting | "`Petry, Paul`" | Admin | Complete | 02/01/2023 | Brittney Leonard |
| Paul Petry Cash Value Reporting | "`Petry, Paul`" | Admin | Complete | 03/01/2023 | Brittney Leonard |
| Contribution Reminder to Lynn Buskey for premium payment from the Trust | "`Petry, Paul`" | Admin | Complete | 03/24/2023 | Heather Townley |
| Paul Petry Cash Value Reporting | "`Petry, Paul`" | Admin | ToDo | 04/01/2023 | Brittney Leonard |
| HT to send out Annual Premium Invoice once annual review is complete | "`Quaranto, Paul`" | Admin | Complete | 07/30/2021 | Heather Townley |
| KR - can you put together the Lincoln and Penn Mutual reprojections we need for Paul Quaranto? Meeting with him on Thursday morning. See case update for specs. | "`Quaranto, Paul`" | Admin | Complete | 08/10/2021 | Karl Reinhold |
| Put together Agenda and Segment results | "`Quaranto, Paul`" | Admin | Complete | 08/10/2021 | Chris Wyrtzen |
| CW to call Paul to set up the annual review | "`Quaranto, Paul`" | Admin | Complete | 08/11/2021 | Chris Wyrtzen |
| "Send F/U email to Paul - DCA Account, 1 Additional Premium, ICOLI?" | "`Quaranto, Paul`" | Admin | Complete | 08/13/2021 | Chris Wyrtzen |
| Set up appointment with Paul to review policy | "`Quaranto, Paul`" | Admin | Complete | 08/19/2022 | Chris Wyrtzen |
| Start preparing for annual meeting | "`Quaranto, Paul`" | Admin | Complete | 09/05/2022 | Chris Wyrtzen |
| Send f/u email with information Paul needs on Penn policy (allocation options) | "`Quaranto, Paul`" | Admin | Complete | 12/02/2022 | Chris Wyrtzen |
| Flush out the Braman example further | 0-Sales Concept - Atticus Premium Finance for DB Benefit Pool | Closed/Lost | Complete | 05/11/2022 | Chris Wyrtzen |
| Fill out LSF paperwork | 1-Licensing | Closed/Won | Complete | 10/17/2022 | Chris Wyrtzen |
| Make sure that Insperity has enrollment contribution elections for new employees | 401k Enrollment | Projects | Complete | 01/04/2023 | Chris Wyrtzen |
| Enroll Megan for 2023 contributions | 401k Enrollment | Projects | Overdue | 03/22/2023 | Chris Wyrtzen |
| Send Les some times for a call in January for educational meeting | 401k Enrollment | Projects | Overdue | 03/27/2023 | Chris Wyrtzen |
| Verify that fee is dropped to 40 bps in 2023 | 401k Enrollment | Projects | Overdue | 03/29/2023 | Chris Wyrtzen |
| Finalize the 2021 Safe Harbor contribution | 2022 EBS Planning Items | Closed/Won | Complete | 09/23/2022 | Chris Wyrtzen |
| Iron Mountain Follow Up on refund | 2022 EBS Planning Items | Closed/Won | ToDo | 04/03/2023 | Heather Townley |
| Put together Abadi exhibits - see the Ovadia work as a guide | Abadi PPLI | Closed/Lost | Complete | 01/03/2022 | Karl Reinhold |
| Review what Karl puts together and make sure materials go to EBS-West | Abadi PPLI | Closed/Lost | Complete | 01/07/2022 | Chris Wyrtzen |
| Discuss case with CR/JA/KR | Abadi PPLI | Closed/Lost | Complete | 01/18/2022 | "Chris Rich,Chris Wyrtzen,John Analambadakis,Karl Reinhold" |
| Put together simplistic example of funding for Estate Taxes - see case notes from 1/17 | Abadi PPLI | Closed/Lost | Complete | 01/31/2022 | "Karl Reinhold,John Analambadakis" |
| Review what John put together and send on to EBS-West | Abadi PPLI | Closed/Lost | Complete | 02/07/2022 | Chris Wyrtzen |
| Run illustrations at Underwriting offer | ACCA Split Dollar | Closed/Lost | Complete | John Analambadakis | |
| Ask LS to submit request for informal offers from Lincoln and Zurich | ACCA Split Dollar | Closed/Lost | Complete | 06/25/2021 | Bonnie Barnes |
| Analyze illustrations that JA sent - does it make sense to use insurance? | ACCA Split Dollar | Closed/Lost | Complete | 07/06/2021 | Chris Wyrtzen |
| Rerun Bart James PacLife illustration as requested in Case Update | ACCA Split Dollar | Closed/Lost | Complete | 07/19/2021 | John Analambadakis |
| Fix Date and BOY AGe = 1/1/21 and age 46 (which is what Pac Illus shows) - distributions starting in year 21 (which is what illus shows) | ACCA Split Dollar | Closed/Lost | Complete | 07/19/2021 | John Analambadakis |
| For PacLife - what Index options are available in the product that Barton James could get? | ACCA Split Dollar | Closed/Lost | Complete | 07/22/2021 | "Karl Reinhold,John Analambadakis" |
| Follow up with ACCA team on decision | ACCA Split Dollar | Closed/Lost | Complete | 09/07/2021 | "Don Curristan,Bonnie Barnes" |
| "Run another Bart James illus - target $39,649 using 7-pay - see the Case Update note on 9/21" | ACCA Split Dollar | Closed/Lost | Complete | 09/21/2021 | John Analambadakis |
| See 9/17 case update for 2 new Exhibits needed | ACCA Split Dollar | Closed/Lost | Complete | 09/24/2021 | John Analambadakis |
| "Schedule call with Kristin for Friday, July 9" | Advanced Energy DCP | New Add | Complete | Chris Wyrtzen | |
| Create Modeler for enrollment meetings | Advanced Energy DCP | New Add | Complete | 08/11/2021 | "Chris Wyrtzen,John Analambadakis,Bonnie Barnes" |
| Put together initial modeling specs for KR/JA | Advanced Energy DCP | New Add | Complete | 08/16/2021 | Chris Wyrtzen |
| Put together Benefit Cash Flow model | Advanced Energy DCP | New Add | Complete | 08/30/2021 | Chris Wyrtzen |
| KR to start COLI modeling after CW gives him the Benefit Cash Flow model | Advanced Energy DCP | New Add | Complete | 08/30/2021 | Karl Reinhold |
| "Revised COLI Modeling using the attached Benefit Cash Flows - one is for use with the entire census (distributions thru Yr 26), one for the younger census (distribs thru yr 32). Be sure to use a 6.5% net crediting rate" | Advanced Energy DCP | New Add | Complete | 09/07/2021 | Karl Reinhold |
| Use revised COLI illustrations to develop COLI vs MF funding model | Advanced Energy DCP | New Add | Complete | 09/07/2021 | Chris Wyrtzen |
| Send KR revised COLI funding / benefit distributions | Advanced Energy DCP | New Add | Complete | 09/10/2021 | Chris Wyrtzen |
| New COLI runs based on updated COLI cash flows from CW | Advanced Energy DCP | New Add | Complete | 09/13/2021 | Karl Reinhold |
| Run new AEI COLI illustrations - see revised Ben CFs in Dropbox folder: Dropbox (EBS)\8. Case Work\AEI\2021-10-04 Funding Model\ | Advanced Energy DCP | New Add | Complete | 10/04/2021 | Karl Reinhold |
| Run slightly revised distribution scenario - stored in latest folder: COLI Funding Specs-to KR-10-04.xlsx | Advanced Energy DCP | New Add | Complete | 10/05/2021 | Karl Reinhold |
| Design session on Modeler | Advanced Energy DCP | New Add | Complete | 10/15/2021 | "Chris Wyrtzen,John Analambadakis" |
| COLI Market Survey | Advanced Energy DCP | New Add | Complete | 10/25/2021 | Chris Wyrtzen |
| Compensation Analysis | Advanced Energy DCP | New Add | Complete | 10/25/2021 | Chris Wyrtzen |
| Put together Enrollment Guide | Advanced Energy DCP | New Add | Complete | 11/11/2021 | Chris Rich |
| Finalize Modeler | Advanced Energy DCP | New Add | Complete | 12/13/2021 | "Chris Wyrtzen,John Analambadakis" |
| Put together one page summary of the COLI purchase recommendation | Advanced Energy DCP | New Add | Complete | 01/04/2022 | Chris Wyrtzen |
| Get approval from Lincoln on GI COLI | Advanced Energy DCP | New Add | Complete | 01/04/2022 | Chris Wyrtzen |
| Follow-up on Consent requests | Advanced Energy DCP | New Add | Complete | 01/07/2022 | Chris Wyrtzen |
| Admin - reach out to Fidelity to set up call to discuss plan admin | Advanced Energy DCP | New Add | Complete | 01/12/2022 | Chris Wyrtzen |
| Create Admin outline for Thursday call with AEI | Advanced Energy DCP | New Add | Complete | 01/19/2022 | Chris Wyrtzen |
| Verify Consent Forms | Advanced Energy DCP | New Add | Complete | 01/19/2022 | Brittney Leonard |
| Run COLI Illustrations for both Lincoln and Protective | Advanced Energy DCP | New Add | Complete | 01/21/2022 | Karl Reinhold |
| Send Lincoln Investment options to Kristen | Advanced Energy DCP | New Add | Complete | 01/26/2022 | Chris Wyrtzen |
| Check with AEI if we have access to Fidelity yet | Advanced Energy DCP | New Add | Complete | 02/03/2022 | Bonnie Barnes |
| Go on Fidelity and familiarize with reporting capabilities | Advanced Energy DCP | New Add | Complete | 03/07/2022 | "Bonnie Barnes,Chris Wyrtzen" |
| Finalize policy death benefit round 1 COLI | Advanced Energy DCP | New Add | Complete | 03/07/2022 | Chris Wyrtzen |
| Put together COLI paperwork | Advanced Energy DCP | New Add | Complete | 03/07/2022 | Bonnie Barnes |
| Ready for funding | Advanced Energy DCP | New Add | Complete | 03/29/2022 | Bonnie Barnes |
| Send sample Corporate Reporting Package | Advanced Energy DCP | New Add | Complete | 04/06/2022 | Chris Wyrtzen |
| Reallocation from MM | Advanced Energy DCP | New Add | Complete | 05/02/2022 | Bonnie Barnes |
| Create reporting package for review on 5/3 | Advanced Energy DCP | New Add | Complete | 05/02/2022 | Bonnie Barnes |
| Accounting for D&D of RSUs: Follow-up with Berg Crawford | Advanced Energy DCP | New Add | Complete | 11/01/2022 | Chris Rich |
| Complete RSU Q&As | Advanced Energy DCP | New Add | Complete | 11/01/2022 | Chris Rich |
| Provide commission info as requested | Advanced Energy DCP | New Add | Complete | 11/04/2022 | Chris Wyrtzen |
| "Work with Dan, Todd and Matrix to change stock ownership language in rabbi trust" | Advanced Energy DCP | New Add | Complete | 02/15/2023 | Chris Rich |
| "Complete the deferral projection, existing premium capacity, and whether we need additional consents" | Advanced Energy DCP | New Add | Complete | 02/20/2023 | Chris Wyrtzen |
| Put together Census file data request for 12 new Consent forms | Advanced Energy DCP | New Add | Complete | 02/27/2023 | "Bonnie Barnes,Heather Townley" |
| Review and update Admin Agreement | Advanced Energy DCP | New Add | Complete | 03/15/2023 | "Bonnie Barnes,Chris Wyrtzen" |
| Put together Consent and Capacity email to Don | Advanced Energy DCP | New Add | Overdue | 03/27/2023 | Chris Wyrtzen |
| Admin Agreement and Fee Billing - Discuss on next ECMS call | Advanced Energy DCP | New Add | Overdue | 03/28/2023 | "Bonnie Barnes,Chris Wyrtzen,Heather Townley" |
| Review Pam`s Analysis | AECOM RSU Analysis | RSU Analysis Complete | Complete | 06/21/2021 | Chris Wyrtzen |
| What do we need in order to complete the RSU analysis | AECOM RSU Analysis | RSU Analysis Complete | Complete | 07/06/2021 | Chris Wyrtzen |
| Do the benefit of deferral exhibit for CEO | AECOM RSU Analysis | RSU Analysis Complete | Complete | 04/15/2022 | CW Rich |
| CWR will resend info to WLM | AECOM RSU Analysis | RSU Analysis Complete | Complete | 06/27/2022 | CW Rich |
| Review what Karl sent | Affirm RSU Deferral | Closed/Lost | Complete | 04/05/2021 | Chris Wyrtzen |
| Send EBS-West initial analysis | Affirm RSU Deferral | Closed/Lost | Complete | 04/06/2021 | Chris Wyrtzen |
| "Once Don has availability, CW to reach out to Brydget" | Affirm RSU Deferral | Closed/Lost | Complete | 11/16/2022 | Chris Wyrtzen |
| Show them Mezrah system once agreement is signed | Affirm RSU Deferral | Closed/Lost | Complete | 02/10/2023 | Chris Wyrtzen |
| Work on Alfa COLI premiums | Alfa Mutual | Admin | Complete | 03/11/2022 | Chris Wyrtzen |
| Annual Statements | Alfa Mutual | Admin | Complete | 05/11/2022 | "Brittney Leonard,Heather Townley" |
| "Cash Value Reporting DBO, Group Term, and Retiree" | Alfa Mutual | Admin | Complete | 01/15/2023 | Heather Townley |