Wednesday, October 9, 2013 3:00-4:00 PM Eastern Time
Conference Call Call-in details sent prior to session
Online registration is closed.
During this session, UPPO members will discuss:
Legislative & Regulatory Update
Topic of the Quarter - Third Party Administrators (TPAs)
How to determine if and when TPAs are responsible for escheat
Record retention policies and suggested practices
TPAs from the benefit side:
How to communicate with benefit providers about unclaimed property
How ERISA preemptions and retained asset accounts may play a role
TPAs from the payroll side:
Suggested practices on how outstanding checks are handled
Understanding your responsibilities in capturing all of your abandoned property in this realm
Open Questions & Answers
Webinar connection details will be sent prior to the session. The Members as Mentors calls are an interactive opportunity for you to ask questions of our guest presenters and fellow members. If you have any questions you would like to submit in advance, please contact Ashley Hennig, Members as Mentors Committee Staff Liaison via firstname.lastname@example.org or 763-253-4312.