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Benefit Plan Contract Basics
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Many companies retain third parties to administer their employee benefit plans, but that doesn’t absolve them of unclaimed property responsibilities. Considerations vary for different types of benefit plans, and maintaining proper documentation is essential, even if a third party is reporting unclaimed property on your behalf. This webinar will cover important basics to understand regarding unclaimed property and benefit plan contracts.

1/15/2020
When: Wednesday, January 15, 2020
1 - 2 p.m. ET/noon - 1 p.m. CT
Where: Online and Phone
United States
Presenter: Devon Caramenico and Mary Jane Wilson-Bilik
Contact: UPPO
763-253-4340


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Benefit Plan Contract Basics

 

Many companies retain third parties to administer their employee benefit plans, but that doesn’t absolve them of unclaimed property responsibilities. Considerations vary for different types of benefit plans, and maintaining proper documentation is essential, even if a third party is reporting unclaimed property on your behalf. This webinar will cover important basics to understand regarding unclaimed property and benefit plan contracts.

 

Learning Objectives

·         Examine various types of benefit plans and the differences between fully insured plans and self-insured plans

·         Identify documentation to maintain if someone is escheating on your behalf

·         Learn what special considerations are necessary for self-insured plans

·         Understand what being ERISA-protected means for unclaimed property

 

 

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