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ASPPA Webcast: Handling Participant Claims and Inquiries

Available through December 16, 2016

Speaker:  Kelsey H. Mayo, Attorney, Employee Benefits, Poyner Spruill LLP


 

Webcast outline can be viewed here.

Interacting with participants can take a wide variety of forms, and sometimes seemingly innocuous interactions become the subject of later scrutiny.  This webcast will look at a variety of participant inquiries and how they can play into the claims process.  Discover what documents a participant is entitled to receive upon request and the penalties for failing to provide them.   Understand when a routine inquiry becomes a formal claim and the steps that must be followed in responding to the formal claim.  Finally, understand the scope of attorney-client privilege and how to help clients maintain privilege in the claims process.


Key Takeaways:

 

1.       Discover what documents must be provided upon a participant’s request

2.       Find out how to identify and respond to formal participant claims

3.       Make use of strategies to help clients maintain attorney-client privilege



REGISTRATION

 

Registration Deadline:

Live – 12/16/2015

Recorded  – 12/16/2016

Individual Viewer

     Additional Viewers

ASPPA Member:$110

     ASPPA Member:$40

Non-member:$180

     Non-member:$65

Registration for Recorded Webcast Includes:


  • Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

  • Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing


Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 


CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

IRS Program Code: CZTXU-Q-00568-15-O


GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.


ABOUT THE SPEAKER

Kelsey Mayo's practice is focused in the areas of employee benefits and executive compensation.  She has extensive experience working with governmental, non-profit, and for-profit employers on all aspects of qualified and non-qualified plans, welfare benefit plans, fringe benefit plans, and executive compensation plans.  Kelsey routinely represents clients before the Internal Revenue Service and Department of Labor in matters involving employee benefits.

 


QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]