InFRE will deliver pre-conference plan administration session at NAGDCA Conference on Sept 27, 2015

National Association of Governmental Defined Contribution Administrators (NAGDCA) Annual Conference in Indianapolis, Indiana

Fundamentals of Compliance and Ethics
Course #4 of the InFRE® Public Sector Retirement Plan Administrator Series

The International Foundation for Retirement Education’s (InFRE) plan administration courses are designed and updated under the guidance of the National Association of Government Defined Contribution Administrators’ (NAGDCA) current and past leadership to help public sector defined contribution plans build the expertise they need to meet the challenges of the new retirement environment. InFRE is NAGDCA’s trusted partner for providing the most effective and credible retirement-specific professional development, retirement counselor certification and certificate training courses designed specifically for public sector defined contribution and defined benefit plans.

This course is designed for individuals who have a responsibility for a public sector retirement plan, whether it be a defined benefit or a defined contribution plan such as a 457(b), 403(b) or 401(k) plan. In this course you will learn about:

• What is required to ensure your plan is in compliance with federal tax laws
• Governmental regulation and the specific compliance requirements regarding plan form and operation that pertain to public sector plans
• Fiduciary roles and responsibilities to participants and beneficiaries
• Available IRS Corrective Programs
• General reporting issues
• The role of independent professionals in plan operation
• The ethics that are necessary for all parties responsible for the plan, in particular for those with a fiduciary role such as plan administrators, board or committee members, and other fiduciaries

Perfect for those with new to intermediate level skills, this is the fourth course in the four-part series designed specifically for public defined contribution administrators.

Your presenter for this session is Mary Willett, CRA, CRC®, of Willett Consulting, an independent benefit plan consultant in Oregon, Wisconsin with more than twenty years experience in the field of public employee retirement benefits. Mary is an expert in public sector retirement plans, specializing in Section 457 deferred compensation plans, 403(b) tax sheltered annuity programs and 401(a) qualified pension plans. She currently works with government employers, industry members and other consultants on projects pertaining to public sector retirement programs. She has been a member of the National Association of Government Defined Contribution Administrators (NAGDCA) since 1991 and served on the governing board for seven years, ending her Board term as the 2001/2002 president. Mary has also been involved with the International Foundation for Retirement Education (InFRE) since its inception in 1997 and holds InFRE’s Certified Retirement Administrator (CRA) designation and Certified Retirement Counselor ® (CRC®) certification.