0       0

Employee Benefit Plans Conference 2019


EBP1938 - What Officers and Directors Need to Know


May 7, 2019 11:40am ‐ May 7, 2019 12:30pm

Standard: $49.00

Description

Officers and directors are not always aware of their responsibility for information and oversight. This session will provide information to those who are responsible for their employer’s retirement plan or who want to know the details for the oversight responsibilities. The session will include: information to the plan auditor, hiring a plan auditor, hiring the service providers, fidelity bond and fiduciary insurance coverage along with best practices for Administrative or Investment Committees – including the Request For Proposal process.

  • Evaluate your responsibilities as an officer and/or director to ensure you're aware of all responsiblities, such as hiring and overseeing the plan audit.
  • Categorize service providers and assess which attributes each provider contributes to your plan.
  • Reconstruct proper, thorough committee documentation of actions taken.

Speaker(s):

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content
token-speaker-name image
token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content