Recording Key Group Pension Plan Contacts

Use the following procedure to record key group pension plan contacts.

To record key group pension plan contacts

1. Navigate to the Group Pensions screen.

2. In the Group Pensions list, select a group pension plan, and drill down on the plan # link.

3. Click the Contacts view tab.

4. In the Contact list, add a record and complete the necessary fields.

5. In the Contact Role field, select one of the following:

   • Administrator

   • Investment Committee

   • Trustee