june, 2021

Event Details
What are the steps required to effectively manage plan participant pools, including locating missing participants, identifying decedents, locating beneficiaries, and ultimately disbursing the funds or checks in an accurate and
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Event Details
What are the steps required to effectively manage plan participant pools, including locating missing participants, identifying decedents, locating beneficiaries, and ultimately disbursing the funds or checks in an accurate and timely fashion? When this is accomplished using disparate systems or processes, it can have a negative impact on overall effectiveness. Come hear the experts discuss ways in which to bring the overall process together, and the benefits to a plan and its participants that can result.
Featured Speakers:
- John Bikus, President, PBI Research Services
- Michael Kreps, Principal, Groom Law Group
- Jennifer Miller, Plan Administrator, MEA
- Cory Buice, Director, Retirement Services Division, GA TRS
Time
(Wednesday) 3:00 pm - 4:00 pm