Table: Tasks

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TaskOpportunity (Formula)StageStatusDue DateAssigned To (Full Name)
Reply to Brad`s email question"`Kopp, Brad`"AdminComplete07/28/2021Chris Wyrtzen
Review Bob`s question with Case Design team Tuesday morning"`Petry, Paul`"AdminComplete01/25/2022Chris Wyrtzen
HT to send out Annual Premium Invoice once annual review is complete"`Quaranto, Paul`"AdminComplete07/30/2021Heather 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`"AdminComplete08/10/2021Karl Reinhold
Put together Agenda and Segment results"`Quaranto, Paul`"AdminComplete08/10/2021Chris Wyrtzen
CW to call Paul to set up the annual review"`Quaranto, Paul`"AdminComplete08/11/2021Chris Wyrtzen
"Send F/U email to Paul - DCA Account, 1 Additional Premium, ICOLI?""`Quaranto, Paul`"AdminComplete08/13/2021Chris Wyrtzen
Set up appointment with Paul to review policy"`Quaranto, Paul`"AdminComplete08/19/2022Chris Wyrtzen
Start preparing for annual meeting"`Quaranto, Paul`"AdminComplete09/05/2022Chris Wyrtzen
Send f/u email with information Paul needs on Penn policy (allocation options)"`Quaranto, Paul`"AdminOverdue12/02/2022Chris Wyrtzen
Flush out the Braman example further0-Sales Concept - Atticus Premium Finance for DB Benefit PoolProjectsComplete05/11/2022Chris Wyrtzen
Get access to Protective COLI software1-Case Design GeneralProjectsCompleteKarl Reinhold
Work with MW on P-H Co. blog1-Case Design GeneralProjectsComplete02/03/2022Chris Rich
Fill out LSF paperwork1-LicensingProjectsComplete10/17/2022Chris Wyrtzen
Finalize the 2021 Safe Harbor contribution2022 EBS Planning ItemsProjectsComplete09/23/2022Chris Wyrtzen
Put together Abadi exhibits - see the Ovadia work as a guideAbadi PPLIClosed/LostComplete01/03/2022Karl Reinhold
Review what Karl puts together and make sure materials go to EBS-WestAbadi PPLIClosed/LostComplete01/07/2022Chris Wyrtzen
Discuss case with CR/JA/KRAbadi PPLIClosed/LostComplete01/18/2022"Chris Rich,Chris Wyrtzen,John Analambadakis,Karl Reinhold"
Put together simplistic example of funding for Estate Taxes - see case notes from 1/17Abadi PPLIClosed/LostComplete01/31/2022"Karl Reinhold,John Analambadakis"
Review what John put together and send on to EBS-WestAbadi PPLIClosed/LostComplete02/07/2022Chris Wyrtzen
Run illustrations at Underwriting offerACCA Split DollarClosed/LostCompleteJohn Analambadakis
Ask LS to submit request for informal offers from Lincoln and ZurichACCA Split DollarClosed/LostComplete06/25/2021Bonnie Barnes
Analyze illustrations that JA sent - does it make sense to use insurance?ACCA Split DollarClosed/LostComplete07/06/2021Chris Wyrtzen
Rerun Bart James PacLife illustration as requested in Case UpdateACCA Split DollarClosed/LostComplete07/19/2021John 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 DollarClosed/LostComplete07/19/2021John Analambadakis
For PacLife - what Index options are available in the product that Barton James could get?ACCA Split DollarClosed/LostComplete07/22/2021"Karl Reinhold,John Analambadakis"
Follow up with ACCA team on decisionACCA Split DollarClosed/LostComplete09/07/2021"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 DollarClosed/LostComplete09/21/2021John Analambadakis
See 9/17 case update for 2 new Exhibits neededACCA Split DollarClosed/LostComplete09/24/2021John Analambadakis
"Schedule call with Kristin for Friday, July 9"Advanced Energy DCPAdminCompleteChris Wyrtzen
Create Modeler for enrollment meetingsAdvanced Energy DCPAdminComplete08/11/2021"Chris Wyrtzen,John Analambadakis,Bonnie Barnes"
Put together initial modeling specs for KR/JAAdvanced Energy DCPAdminComplete08/16/2021Chris Wyrtzen
Put together Benefit Cash Flow modelAdvanced Energy DCPAdminComplete08/30/2021Chris Wyrtzen
KR to start COLI modeling after CW gives him the Benefit Cash Flow modelAdvanced Energy DCPAdminComplete08/30/2021Karl 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 DCPAdminComplete09/07/2021Karl Reinhold
Use revised COLI illustrations to develop COLI vs MF funding modelAdvanced Energy DCPAdminComplete09/07/2021Chris Wyrtzen
Send KR revised COLI funding / benefit distributionsAdvanced Energy DCPAdminComplete09/10/2021Chris Wyrtzen
New COLI runs based on updated COLI cash flows from CWAdvanced Energy DCPAdminComplete09/13/2021Karl 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 DCPAdminComplete10/04/2021Karl Reinhold
Run slightly revised distribution scenario - stored in latest folder: COLI Funding Specs-to KR-10-04.xlsxAdvanced Energy DCPAdminComplete10/05/2021Karl Reinhold
Design session on ModelerAdvanced Energy DCPAdminComplete10/15/2021"Chris Wyrtzen,John Analambadakis"
COLI Market SurveyAdvanced Energy DCPAdminComplete10/25/2021Chris Wyrtzen
Compensation AnalysisAdvanced Energy DCPAdminComplete10/25/2021Chris Wyrtzen
Put together Enrollment GuideAdvanced Energy DCPAdminComplete11/11/2021Chris Rich
Finalize ModelerAdvanced Energy DCPAdminComplete12/13/2021"Chris Wyrtzen,John Analambadakis"
Put together one page summary of the COLI purchase recommendationAdvanced Energy DCPAdminComplete01/04/2022Chris Wyrtzen
Get approval from Lincoln on GI COLIAdvanced Energy DCPAdminComplete01/04/2022Chris Wyrtzen
Follow-up on Consent requestsAdvanced Energy DCPAdminComplete01/07/2022Chris Wyrtzen
Admin - reach out to Fidelity to set up call to discuss plan adminAdvanced Energy DCPAdminComplete01/12/2022Chris Wyrtzen
Create Admin outline for Thursday call with AEIAdvanced Energy DCPAdminComplete01/19/2022Chris Wyrtzen
Verify Consent FormsAdvanced Energy DCPAdminComplete01/19/2022Brittney Leonard
Run COLI Illustrations for both Lincoln and ProtectiveAdvanced Energy DCPAdminComplete01/21/2022Karl Reinhold
Send Lincoln Investment options to KristenAdvanced Energy DCPAdminComplete01/26/2022Chris Wyrtzen
Check with AEI if we have access to Fidelity yetAdvanced Energy DCPAdminComplete02/03/2022Bonnie Barnes
Go on Fidelity and familiarize with reporting capabilitiesAdvanced Energy DCPAdminComplete03/07/2022"Bonnie Barnes,Chris Wyrtzen"
Finalize policy death benefit round 1 COLIAdvanced Energy DCPAdminComplete03/07/2022Chris Wyrtzen
Put together COLI paperworkAdvanced Energy DCPAdminComplete03/07/2022Bonnie Barnes
Ready for fundingAdvanced Energy DCPAdminComplete03/29/2022Bonnie Barnes
Send sample Corporate Reporting PackageAdvanced Energy DCPAdminComplete04/06/2022Chris Wyrtzen
Reallocation from MMAdvanced Energy DCPAdminComplete05/02/2022Bonnie Barnes
Create reporting package for review on 5/3Advanced Energy DCPAdminComplete05/02/2022Bonnie Barnes
"Review RSU deferral provisions in doc with counsel. Also, discuss with counsel the use of a P-B Comp. deferral election for hte PSUs with accelerated vesting."Advanced Energy DCPAdminOverdue11/01/2022Chris Rich
Accounting for D&D of RSUs: Follow-up with Berg CrawfordAdvanced Energy DCPAdminOverdue11/01/2022Chris Rich
Complete RSU Q&AsAdvanced Energy DCPAdminOverdue11/01/2022Chris Rich
Provide commission info as requestedAdvanced Energy DCPAdminComplete11/04/2022Chris Wyrtzen
Review and update Admin AgreementAdvanced Energy DCPAdminOverdue11/29/2022"Bonnie Barnes,Chris Wyrtzen"
Review Pam`s AnalysisAECOM RSU AnalysisRSU Analysis CompleteComplete06/21/2021Chris Wyrtzen
What do we need in order to complete the RSU analysisAECOM RSU AnalysisRSU Analysis CompleteComplete07/06/2021Chris Wyrtzen
Do the benefit of deferral exhibit for CEOAECOM RSU AnalysisRSU Analysis CompleteComplete04/15/2022CW Rich
CWR will resend info to WLMAECOM RSU AnalysisRSU Analysis CompleteComplete06/27/2022CW Rich
Review what Karl sentAffirm RSU DeferralDiscoveryComplete04/05/2021Chris Wyrtzen
Send EBS-West initial analysisAffirm RSU DeferralDiscoveryComplete04/06/2021Chris Wyrtzen
"Once Don has availability, CW to reach out to Brydget"Affirm RSU DeferralDiscoveryComplete11/16/2022Chris Wyrtzen
Work on Alfa COLI premiumsAlfa MutualAdminComplete03/11/2022Chris Wyrtzen
Annual StatementsAlfa MutualAdminComplete05/11/2022"Brittney Leonard,Heather Townley"
Next stepsAltaMed Exec RetentionDesignComplete02/07/2022Chris Wyrtzen
Check with CR on next stepsAltaMed Exec RetentionDesignComplete04/24/2022Chris Wyrtzen
Create sample LRSD and DBO ExhibitsAltaMed Exec RetentionDesignComplete04/25/2022John Analambadakis
Run life insurance examples for all of those on the censusAltaMed Exec RetentionDesignComplete05/03/2022John Analambadakis
Check to see if Bonnie sends out invoiceAltman DCP FundingClosed/WonComplete03/30/2021Chris Wyrtzen
Prepare enrollment guide once investments are available from PhillyAltman PlantsAdminComplete11/03/2021John Analambadakis
Create documented procedure for updating enrollment guideAltman PlantsAdminComplete11/03/2021"John Analambadakis,Chris Wyrtzen"
Verify that the Guide is good to goAltman PlantsAdminComplete11/15/2021Chris Wyrtzen
Make final edits to Enrollment GuideAltman PlantsAdminComplete11/15/2021John Analambadakis
Review email chain to determine status of GuideAltman PlantsAdminComplete11/18/2021Chris Wyrtzen
Rate Review - Policy Anniversary; Check results from issue to see if we have capability of improving his rateAltman PlantsAdminComplete01/21/2022"Heather Townley,Brittney Leonard"
Review underwriting and determine how to improve ratingAltman PlantsAdminComplete01/28/2022Heather Townley
Put together example of allocating rabbi trust costs to DCP participantsAltman PlantsAdminComplete09/06/2022Karl Reinhold
Discuss allocating rabbi trust costs to participants in the DCPAltman PlantsAdminComplete09/07/2022Chris Wyrtzen
Guide changes - enrollment dates and the redeferral chart/graphicAltman PlantsAdminComplete11/11/2022John Analambadakis
Put together response to Trev on Admin Fee and ProcessAltman Plants LTIPDiscoveryComplete10/17/2022"Chris Rich,Chris Wyrtzen"
Set up call with Tom / Chris RichAmerican Training CEO Ret BenefitDesignComplete10/18/2022Chris Wyrtzen
Call with Tom Connors on 10/26/22American Training CEO Ret BenefitDesignComplete10/26/2022"Chris Rich,Chris Wyrtzen"
"Discuss planning options for Tom, and the engagement letter"American Training CEO Ret BenefitDesignComplete10/28/2022"Chris Rich,Chris Wyrtzen"
Did Tom Connors respond to Engagement Letter email?American Training CEO Ret BenefitDesignOverdue11/29/2022Chris Wyrtzen
Order Iron Mountain BoxesArchive Plano OfficeProjectsComplete09/02/2022Brittney Leonard
Create numeric examples for PlaybookAthlete`s 1st PlaybookClosed/WonCompleteChris Wyrtzen
Review what KR created and package for Athlete`s 1stAthlete`s 1st PlaybookClosed/WonComplete03/29/2021Chris Wyrtzen
Create something to share with A1Athlete`s 1st PlaybookClosed/WonComplete03/30/2021Chris Wyrtzen
Read documents Damien sends and then get back to himAubuchon Hardware DCPDiscoveryComplete05/18/2022"Chris Rich,Chris Wyrtzen,CW Rich"