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Employee Benefit Plans Conference 2018

EBP1813 - A Plan Administrator's Compliance Responsibilities


May 15, 2018 1:25pm ‐ May 15, 2018 2:40pm


Standard: $49.00

Description

Within this session, participants will review a wide array of responsibilities that plan administrators must attend to. and provide focus on plan participant notice requirements. The discussion will cover the following matters:
- Identify basics of plan governance reporting requirements, including Form 5500 vendor and management investment selection
- Recall content, timing, and delivery of monitoring participant notices
- Recognize the importance of documenting all decision making processes and deliberation of decisions
- Indicate the requirements of a typical plan's notices including what's required, timing and delivery requirements

Speaker(s):

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

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