MC LMS - Reviewing and Updating Plan Documents

Reviewing and Updating Plan Documents

This session has been archived and is no longer available for purchase. Participants who have purchased archived sessions are still able to access the video and receive credit.

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

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.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

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