Concordia Plan Services Updated Administrative Guides

Published on February 5th, 2018

Concordia Plan Services recently updated their  Administrative Guides. Here are links to the them on the Concordia website:

There are no changes to your responsibilities or any of the related processes. A few minor enhancements were made to make things simpler based on feedback received. Here is an overview of what changed:

  • Administrative Information for Treasurers and Business – Form numbers were added
  • CRSP Administrative Guide – IRS limits and funds offered as of 3/1/18 were updated