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TPA Boot Camp

January 27 @ 8:30 am - 12:00 pm

Come join us for PECA’s 2nd Annual TPA BOOT CAMP

In addition to enjoying some fine Waffle House breakfast, join Ilene Ferenczy and Alison Cohen to brush up on some key topics that will help you master testing season.

  • Compensation – Understand the different definitions, exclusion options, and different ways compensation may be defined under the plan document.  And, for those who need an annual update, let’s attach self-employed compensation again!
  • Plan Document Interpretation – have you ever read sections of a plan document three times, scratched your head, and said, “huh?”  Walk through the most misunderstood sections of preapproved plan documents and learn what the language really means.
  • Customer Service 102 – Exceptional customer service is what everyone always looks for in a vendor, but more often than not can’t be found.  High levels of customer service can lead to greater retention, referrals for new business, and forgiveness when things go slightly awry. Let’s review what makes a great interaction and how you can step up your game.

Details

Date:
January 27
Time:
8:30 am - 12:00 pm

Organizer

Pension Education Council Atlanta

Venue

1st Floor Classroom
2635 Century Parkway NE
Atlanta, GA 30345 United States
+ Google Map
Phone:
678-399-6604