This session reviews the reporting and notice requirements for plan operation and compliance. After attending, you will be prepared for situations that might trigger a reportable event and know what the exceptions are to reportable events requirements.
- Recognize situations that might trigger a reportable event
- List the content and required delivery of such notices
- Identify exceptions to reportable event requirements
Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions
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