CSA Overview & Why It Matters
Learning Objective: Understand what the CSA is, why it matters, and who needs to be familiar with it.
Video: Introduction to CSA
📌 Key Topics Covered:
- The Client Service Agreement (CSA) as the single contract for all new MAP clients
- Why the CSA matters (Standardization, Efficiency, Legal Protection).
- Who needs to understand the CSA? (Plan Consultants, Sales, Account Coordinators, Leadership).
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Brief overview of the CSA’s structure.
Knowledge Check
What are the three primary benefits of the CSA?
Which employees need to understand the CSA?
Roles, Responsibilities & CSA Structure
Learning Objective: Understand what the CSA is, why it matters, and who needs to be familiar with it.
Video: Introduction to CSA
📌 Key Topics Covered:
- MAP’s role: TPA services, compliance, testing, plan support.
- Plan sponsor’s role: Data accuracy, timely submissions, DOL/IRS compliance.
- Legal framing of the agreement and minimization of customization.
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How the proposal ID links to the CSA document.
Knowledge Check
Who is responsible for ensuring compliance with DOL and IRS regulations?
Why is minimizing customization important?
Selecting the Right Service Model
Learning Objective: Understand how to read and interpret the service model selection page (Page 13) of the CSA.
Video: CSA Service Model Selection
📌 Key Topics Covered:
- Introduction to Page 13: Service Model Selection.
- Why it’s important to know what’s been selected.
- How the selection affects scope of services and billing.
Knowledge Check
How are service fees paid under the CSA?
What happens if a payment is late?