Chill & Skill: Sizzling Solutions for
Mastering Plan Administration
LIVE Plan Administration Seminar
October 8, 2024 from 9:00 – 10:00 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
Group Retirement
- Creating processes
- Handling employee requests
- Annual review of plan
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.
DANAE SCOTT, BBA
Pension Service Manager
Danae Scott had been with Sutton since 2020 and has quickly became our in house group retirement saving plan specialist. She consults clients on their group retirement plan management with the goal to improve their plan to best suit their needs.
Danae leads various education sessions for employee groups and has individual consultations on retirement planning. She researches and provides necessary data for the plan analysis and design recommendations, allowing clients to make the most of their plans.
*Seating is limited – first 20 to RSVP will secure a spot