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Employee Benefit Plans Conference 2017


EBP1765 - How to Work With Your Service Provider in the Corrections Arena


May 10, 2017 8:00am ‐ May 10, 2017 9:15am

Standard: $49.00

Description

This session will explore what plan sponsors need to do when an operational matter is discovered. Plan sponsors need to understand their service contracts and who is responsible for what actions at each service provider when an issue is noted and how those service providers will help with the potential correction.

We will discuss:

  • How to understand what your service provider limitations are
  • The scope of services provided by your record keeper
  • Systems issues
  • Working with service provider engagement letters - what should plan sponsors be looking for/what don't they say/etc.?

Speaker(s):

  • Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
  • Christopher W. Shankle, CPA, CGMA, Senior Vice President, Employee Benefits, Argent Financial Group
Tags: Corrections

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