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EBP1813

A Plan Administrator's Compliance Responsibilities

Date
May 15, 2018
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Employee Benefit Plans Conference 2018
This includes sessions from the conference: Employee Benefit Plans Conference 2018

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

Speakers

Speaker Image for Wayne Kamenitz
Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
Vice President & Regional Compliance Practice Leader, Segal Company
Speaker Image for Christopher Shankle
Senior Vice President, Argent Financial Group, Inc

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