MC LMS - Reviewing and Updating Plan Documents

Reviewing and Updating Plan Documents

This session is from the September 2019 conference. Some content may be dated.

Summary: Public retirement systems are increasingly implementing leading edge plan document governance and risk management practices to drive accountability, consistency and transparency. Conducting periodic reviews of your public retirement system’s plan documents (including plan provisions, plan summaries, board or committee policies, and investment management and service provider agreements) is key to heading off future problems and ensuring compliance with applicable law and plan terms. Having an effective plan document review process in place will help improve performance, communication and minimize risk for the benefit of members of public retirement systems and other stakeholders.

Instructor:

Edmund Emerson

Partner

Morris Manning & Martin, LLC

CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).

Instructions: Participants must watch the session video presentation and pass the session assessment to receive GAPPT CEC credit.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00

Click HERE to register for this session.

Course Details

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Session Video - Reviewing and Updating Plan Documents
Assessment - Reviewing and Updating Plan Documents