Back by popular demand!
Join us for a LIVE seminar with Stacey, sharing her plan administration expertise.
Join Stacey as she shares her in-depth understanding of plan administration with you to help you navigate the ins and outs of your benefit plan!
Chill & Skill: Sizzling Solutions for
Mastering Plan Administration
LIVE Plan Administration Seminar
May 7, 2026 from 9:00 – 11:00 AM
Registration at 8:30 AM
at Sutton 143 Wheeler Street – Synergy Training Room
Agenda:
Back to Basics
- Understanding the Fundamentals of Plan Administration
- Identifying Key Terms and Concepts
Administrator Best Practices
- Streamlining Administrative Processes
- Effective Communication Strategies
- Leveraging Technology for Efficiency
Policies & Procedures
- Developing and Updating Plan Policies
- Strategies for Policy Implementation and Enforcement
Taxation of Employee Benefits
- Overview of Taxation Rules and Regulations
- Tax Implications for Different Types of Employee Benefits
- Strategies for Minimizing Tax Liabilities
Presented by:
STACEY FROST, CEBS
Benefits Advisor Associate
Meet Stacey Frost, a seasoned pro with 25+ years of dedicated service in the field of group benefits – she’s a real rockstar in the employee benefits world! Since joining the Sutton Benefits & Pension team, she’s been the go-to gal for outstanding customer service, claims support and plan administration training.
Stacey’s commitment to excellence and her knowledge extends to areas such as health insurance, dental and vision coverage, disability and life insurance and wellness programs.
*Seating is limited – first 20 to register will secure a spot
Eligible for 2 CPD Hours
