Who is responsible for completing Reconciliation?

Reconciliation steps are completed by a combination of individuals that include a Plan Sponsor's internal resources (such as the Account Manager, Authorized Representative, and Designee with Request Payment, Report Costs, or View/Send/Receive Retiree Data privilege) along with external resources such as Vendors who may be responsible for cost reporting, and a Plan Sponsor's banking institution.

For more information about user roles in Reconciliation, refer to Reconciliation Overview.