This session is part of the 2024 Employee Benefits Conference. Its aim is to provide professionals working in the employee benefit plan industry with an update on recent change to assist with their professional development. Date of recording: 6/6/2024
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain the purpose and significance of peer review in maintaining quality control and compliance standards for employee benefit plans.
- Evaluate common deficiencies identified through peer review processes and their impact on plan administration and fiduciary responsibilities.
- Apply peer review best practices to strengthen internal controls, improve plan documentation, and mitigate compliance risks for employee benefit programs.
Major Topics
- Peer review in maintaining quality control and compliance standards for employee benefit plans.
- Common deficiencies identified through peer review processes and their impact on plan administration and fiduciary responsibilities.
- Peer review best practices to strengthen internal controls, improve plan documentation, and mitigate compliance risks for employee benefit programs.
