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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


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.


  • Lisa Germano, JD, CPA, CGMA, President and General Counsel, Actuarial Benefits & Design Company
  • Jennifer Lehman, CPA, CGMA, CEO and Managing Partner, Hantzmon Wiebel LLP

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