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Benefit Plan Contract Basics

Wednesday, January 15, 2019

1 - 2 p.m. EST/noon - 1 p.m. CST
Cost: Included with membership

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

Educational Level




To Be Determined


Webinar schedule

Benefit Plan Contract Basics

Save the date

Wednesday, January 15;

1 - 2 p.m. EST

IRA Essentials II

Save the date

Wednesday, February 12; 1 - 2 p.m. EST

2020 Annual Conference Wrap-up

Save the date

Wednesday, April 15;

1 - 2 p.m. EST

Must meet eligibility requirements to attend UPPO events.


CPE credits

For webinars eligible for CPE credit, you must have your own connection to be eligible to receive the CPE credit. You are welcome to train multiple employees in one location with only one webinar connection. One CPE credit is available per connection, upon completion of the webinar.

Advance preparation: None
Delivery method: Group Internet Based

Field of study: Management Services
Program level: All  
Prerequisite: Basic knowledge of unclaimed property processes is recommended.

Unclaimed Property Professionals Organization is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For questions about CPE credits contact: Shannon Wild at 763-253-4341 or



Live UPPO webinars are available exclusively at the published time and are not archived for replay.


Cancellation policy

No refunds will be made after the registration is processed. Webinar cancellations, registration charges, refunds,  requests, and information regarding administrative polices and/or complaints, are to be directed to 763-253-4340 or


Legal disclaimer

This presentation will not constitute legal, financial, accounting or any other type of advice. It will be provided solely for educational and informational purposes for the attendees of this webinar which is sponsored by UPPO. Attendees are urged to consult with their own attorneys and other advisers about their particular facts and circumstances.

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