In this meeting, hear information on 401(k) fiduciary best practices and permitted discrimination. Then hear about employee benefit cost control & compliance best practices.
BENEFITS
Earn 4 CPE credits in CS.
HIGHLIGHTS
401(k) Fiduciary Roulette
Carla Matrisciano, CPA - Carla R. Matrisciano, CPA
Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions
In this session, the speakers will discuss:
- Myriad rules, guidance, safe harbors, and best practices
- Complying with ERISA guidelines
- Why Review a Plan?
- Classic 401(k) mistakes that can be easily avoided
- Permitted Discrimination
Employee Benefit Cost Control & Compliance Best Practices
Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions
Eric Feldmann - Chadler Solutions
In this session, the speakers will discuss:
- Medical Market Segments
- Cost Control Techniques
- ERISA and ACA Compliance
SPONSORED BY
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$14 late fee will be applied after 4/24. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.