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Employee Benefit Plans 2013


Overview of Plan Document Requirements: The Plan, SPD, Participant Notices, Fee Disclosure


May 15, 2013 11:30am ‐ May 15, 2013 12:45pm

Description

This session will include a practical discussion of the compliance fundamentals for qualified retirement plans, including the plan document, coverage, discrimination testing, and operational considerations with respect to plan operations.

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

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