How To Work With Your Service Provider In the Corrections Arena

Session Date: 
May 10th, 2017 - 8:00AM9:15AM

Track:

This session will explore what plan sponsors need to do when an operational matter is discovered. Plan sponsors need to understand their service contracts and who is responsible for what actions at each service provider when an issue is noted and how those service providers will help with the potential correction.

We will discuss:

  1. How to understand what your service provider limitations are
  2. Te scope of services provided by your record keeper
  3. Systems issues
  4. Working with service provider engagement letters - what should plan sponsors be looking for/what don't they say/etc.?

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Wayne Kamenitz CPA, Dual MBA Tax Finance, Vice President & Regional Compliance Practice Leader, Segal Company, New York, NY 9, 65, 202
Chris Shankle CPA, CGMA, Senior Vice President, Argent Financial Group, Shreveport, LA 65, 77, 202

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2