EBP1938. What Officers and Directors Need to Know

Track: 
Advanced Professionals
Field of Study: 
Auditing
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.

Tuesday, May 7, 2019
 
11:40AM-12:30PM

Officers and Directors are not always aware of their responsibility for information and oversight. This session will provide information to those who are responsible for their employer’s retirement plan or who want to know the details for the oversight responsibilities and will include information about information to the plan auditor, hiring a plan auditor, hiring the service providers, fidelity bond and fiduciary insurance coverage along with best practices for Administrative or Investment Committees – including the Request For Proposal process.
Learning Objectives:

  • The responsibilities Officers and Directors have to hire and oversee the plan audit.
  • What each service provider should bring to the table and how to monitor the providers – and maintain good committee documentation of actions taken.


SESSION SPEAKER(S)

CPA, CGMA, JD
President | Actuarial Benefits & Design