EBP1924. Plan Sponsor Best Practices, Fees & Communications

Track: 
Industry Update
Field of Study: 
Taxes
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
 
4:25PM-5:40PM

Plan sponsors dealings with plan fees and communications vary widely; however, there are some very specific requirements. In our discussion, you will learn:
Learning Objectives:

  • How to deal with these two issues and take a dive into the issues associated with each.
  • Understand best practices in dealing with these issues along with some resources to consider in helping.


SESSION SPEAKER(S)

CPA, CGMA
Senior Vice President | Argent Financial Group
CPA, MBA
Vice President & Regional Compliance Practice Leader | Segal Company