Section 1: Position Summary. The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator. This includes monitoring and oversight related to key areas of plan administration for 100-200 plans. Section 2: Job Functions, Essential Duties and Responsibilities. Review and sign Form 5500. If changes are required ensure those are complete before e-signing. Maintain plan documents. Creat...
Section 1: Position Summary. The Retirement Plan Coordinator is responsible for certain day-to-day operational duties of the plan as a co-plan administrator. This includes monitoring and oversight related to key areas of plan administration for 100-200 plans. Section 2: Job Functions, Essential Duties and Responsibilities. Review and sign Form 5500. If changes are required ensure those are complete before e-signing. Maintain plan documents. Creat...
