A Plan Administrator's Compliance Responsibilities

Tuesday, May 15, 2018 - 2:25pm3:40pm

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

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CPE Credit: 
1.50
Prerequisite: 
None
Advanced Preparation: 
None
Speaker(s) Speaker Details Session(s)
Wayne Kamenitz Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company, New York, New York 13, 202, 65
Chris Shankle CPA, CGMA, Senior Vice President, Argent Financial Group, Shreveport, Louisiana 13, 202