Topics to include:
Plan Landscape
- We will explore the current benefit plan landscape and the landscape of the Schneider Downs benefit plan practice.
SAS 136
- We will discuss the new auditing standard, SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans. Discussion topics will include additional plan management responsibilities, added auditor requirements, as well as significant changes to the opinion.
Regulatory Updates
- Learn about the significant provisions of recent legislation and their impact on qualified retirement plans.
Common Retirement Plan Pitfalls
- Managing all that is required to run an effective and compliant qualified retirement plan demands a thorough understanding of governing rules and regulations and a commitment to established processes and procedures. This session will explore some of the common pitfalls that can be found in retirement plans and how to avoid them.
Elements of a Strong Investment Policy Statement
- Learn how a strong Investment Policy Statement can help plan fiduciaries mitigate risk by establishing a definable, measurable and repeatable investment oversight process that meets industry best practice standards.
The Importance of Participant Engagement
- This session will provide an understanding of strategies to improve plan participant engagement and their respective benefits for both employees and employers.
Executive Compensation Plan Design
- This section will provide an overview of nonqualified deferred compensation plans, a popular compensation tool for retaining and incentivizing key executives. Different types of nonqualified plans will be discussed, including SERPs, excess plans and phantom equity arrangements.
CPE Credit Available
HRCI and SHRM Credit Available
The webinar will also be available after the live session for viewing and credit.
