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Evaluating Your Third-Party Administrator: Are You Getting What You're Paying For?

Using a third-party administrator is ubiquitous with health and welfare, and retirement plans. However, proper administration by third-party administrators should not be taken for granted. As with all facets of employee benefit plans, third-party administrators need to be monitored and evaluated to ensure proper plan administration and fulfillment of a plan sponsorís fiduciary responsibility. These concepts are of increased importance with the newly effective 408(b)(2) rules. This on-demand webinar explores the key roles of third-party administrators, how to evaluate a third-party administrator and the key areas to be evaluated to ensure you are receiving what you are paying for. This program will cover health and welfare and retirement plans.

Learning Objectives:

  • You will be able to identify what a third-party administrator is.
  • You will be able to review evaluation of third-party administrator.
  • You will be able to discuss key areas to evaluate.
  • You will be able to identify level of responsibility.

Runtime: 88 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is a Third-Party Administrator?

  • Role
  • Services Provided
  • Role of User

Evaluation of Third-Party Administrator

  • Contracts
  • Information
  • Benchmarks

Key Areas to Evaluate

  • Contract
  • Cost
  • Compliance
  • Communication
  • Level of Responsibility

Questions and Answers

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Douglas A. Bertossi, CPA, CEBS

Douglas A. Bertossi, CPA, CEBS

CliftonLarsonAllen LLP

  • Partner-in-charge of the Employee Benefit Plan Group in the Minneapolis office of CliftonLarsonAllen 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
  • Frequent speaker at national and local conferences on employee benefit plans
  • Member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants, the International Foundation of Employee Benefit Plans, and the International Society of Certified Employee Benefit Specialists
  • B.S. degree in accounting and business administration-finance, Minnesota State University, Mankato
  • Can be contacted at 612-376-4693 or [email protected]
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 392142
Published 2013, 2017
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