Plan Administration Checklist Workshop

When:
29 Jul 2020 @ 8:00 am – 2:00 pm
2020-07-29T08:00:00-04:00
2020-07-29T14:00:00-04:00
Where:
Paramount EventSpace
222 Rowntree Dairy Rd
Woodbridge
ON L4L 9T2
Contact:
Dave Patriarche
905-886-9203

BACK BY POPULAR DEMAND 

“Building and Using a Plan Administrator Checklist”

Dave Patriarche – President, Mainstay Insurance Brokerage Inc.

This seminar is a must for those who specialize in employee benefits or that want to. Hundreds of brokers have attended this seminar with many making it an integral part of their business practices.

We will help you create a checklist to utilize when you install new cases, train new plan administrators and conduct client renewals. Information reviewed will include: taxation, privacy, administration, HR issues and other items that will help reduce both broker and client liability. The content will help you add more value to your client relationships and help to move the discussion away from price to one of added value.

If you have not attended this seminar in the past, now is the time.  If you have staff that are involved in the administration of plans, then you will want to make sure they are at this event.

We guarantee that you will learn things to help attract new clients, maintain existing relationships band improve your practice.

PLEASE NOTE:  This event will include continental breakfast and lunch

 

DETAILS STILL TO BE DETERMINED