Why is My TPA Asking for All this Information?

Webinars April 10, 2025 9:30 am PT

Continuing Education Credit Offered: CPE, Generic, ASPPA

This session will discuss the year end questionnaire, census and trust accounting process. The presenters will review the importance of the data provided, why your provider needs this information, and what the plan sponsor should review when the TPA provides reporting.

Learning Objectives

1. Gain a general understanding of the importance of complete accurate census information.

2. Learn how your ESOP bank statements are reconciled.

3. Understand what documentation is needed for deceased employees, QDROs, and participants who terminate due to disability.

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Presenters

Mr. Kip Kuster

Kip is a Manager of ESOP Administration at Blue Ridge Associates focused primarily on transaction consulting; including pre-transaction ERISA compliance testing, setting the ESOP benefit level, plan design, and education of companies on how their ESOP works. Kip is a member of the National Center for Employee Ownership (NCEO), American Society of Pension Professionals and Actuaries (ASPPA), the ESOP Association, and a member of The ESOP Association’s Advisory Committee on Administration.

Laura Robertson

Coming soon

Webinar Details

Webinar Slides

Webinar Replay

Presenters

Mr. Kip Kuster

Laura Robertson

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