Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
| Date / Time: |
Recorded |
| Format: |
Audio Conference |
| Description: |
Using a third-party administrator is ubiquitous with health and welfare, and retirement plans. However, proper administration by TPAs should not be taken for granted. As with all facets of employee benefit plans, TPAs need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsor's fiduciary responsibility.
This teleconference explores the key roles of TPAs, how to evaluate a TPA and the key areas to be evaluated to ensure you are receiving what you are paying for. This teleconference will cover health and welfare and retirement [including 403(b)] plan considerations.
Agenda- What Is a Third-Party Administrator?
- Evaluation of Third-Party Administrator
- Contracts
- Information
- Benchmarks
- Key Areas to Evaluate
- Contract
- Cost
- Compliance
- Communication
- Level of Responsibility
- Questions and Answers
Faculty
Douglas A. Bertossi, CPA, CEBS, LarsonAllen LLP- Principal-in-charge of the Employee Benefit Assurance Services Group in the Minneapolis office of LarsonAllen LLP
- Practice involves audits and consulting on defined contribution, defined benefit, and health and welfare plans
- Certified public accountant and a certified employee benefit specialist
- Speaker at national and local conferences on employee benefit plans
- Member of the American Institute of Certified Public Accountants, the International Foundation of Employee Benefit Plans and the Minnesota Society of Certified Public Accountants
- B.S. degree in accounting and business administration-finance, Minnesota State University-Mankato
- Contact him at 612-376-4693 or dbertossi@larsonallen.com
Who Should Attend
Human resource managers, benefits professionals, presidents, vice presidents, business owners and managers, controllers, CFOs, accountants and attorneys
Cannot Attend The Live Presentation?
This presentation is also available on CD after the initial broadcast. |
| About Webcasts / Audio Conferences / Podcasts: |
Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form a training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. |
| About The Provider: |
Lorman Education Services has provided educational seminars and online training for professionals since 1987.
Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.
That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.
Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials. |
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