EBP1910. Understanding Management's Responsibilities for Your Plan

Track: 
Enhanced Knowledge
Field of Study: 
Business Management & Organization
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Monday, May 6, 2019
 
1:15PM-2:30PM

The panel will provide an overview of benefit plans' management responsibilities, including, but not limited to: accomplishing all regulatory requirements under management scope and all necessary elements, activities, recommendations, and decisions that ensure those requirements are satisfied
Learning Objectives:

  • Identify management's main/key areas of focus regarding a benefit plan's scope of responsibilities.
  • Apply the panel's recommendations on areas of focus and responsibilities to your company.


SESSION SPEAKER(S)

BBA / MBA
Benefit Plans Reporting Manager | ExxonMobil
CPA
Director | Postlethwaite & Netterville
CPA, CGMA
Senior Vice President | Argent Financial Group