International Foundation of Employee Benefit Plans

Collection Procedures Institute

Available dates

This course has no confirmed dates in the future. Subscribe to be notified when it is offered.

About the course

The overall financial health of a fund is imperative to its longevity, and collecting the benefit payments that are due is a complex process. The Collection Procedures Institute will provide you with the information you need to fulfill your fiduciary responsibility to collect benefit payments. This conference will present best practices, trends, legal and legislative updates and the opportunity to network with those who are dealing with the same challenges.

Topics

  • Team Collections
  • Your Collections Process
  • Administrative Operations
  • Making Your Payroll Auditing More Efficient
  • Your Guide to Collection Litigation
  • Beyond the Signatory Employer
  • What's New in Payroll Auditing
  • Legal Trends in Collections
  • Unique Collections Cases—You Be the Judge
  • Mock Delinquency Meetings—Tackling the Agenda
  • Collections Wrap-Up—Answering Your Questions

Benefits of Attending

  • Come away with takeaway items for action.
  • Receive sample documents, checklists and other prototypes.
  • Learn from your peers in networking and interactive sessions.
  • Learn from experts what best practices are being implemented.
  • Hear how recent key legal decisions impact your plans.

Who should attend

This conference has been created for trustees of multiemployer plans from both small and large funds in all industries, payroll auditors and collection coordinators, administrators, certified public accountants, attorneys, salaried administrators, third-party administrators and administrative staff.

Trust the experts

Paula Allphin

Experienced Fund Adminstrator with over 29 years experience in Multi Employer Benefits. Proven background in benefit administration, consulting, customer service and accounting supported by strong team leadership, communication and analytical capabilities. Experience Client Services Executive ...

More...

Jacquelyn Coyle

ackie Coyle is a Partner in the Philadelphia office and is in charge of the Payroll Compliance Review Department for the firm. That department has a staff of over 30 professionals exclusively dedicated to performing these reviews. She has been performing payroll compliance reviews of numerous ben...

More...

Travis Ketterman

Mr. Ketterman graduated from Marquette University in 1993 with a triple major in political science, philosophy, and criminology. He received his Juris Doctor degree from Loyola University Chicago School of Law in 1996. Mr. Ketterman also serves as an Adjunct Professor for the Loyola University C...

More...

Philip O'Brien

Philip R. O’Brien is a shareholder in Reinhart’s Employee Benefits Practice primarily serving Taft-Hartley clients across the United States. He has a diverse background spanning all areas of the employee benefits and compensation spectrum and represents both single and multiemployer benefit funds...

More...

Philip Vivirito

Philip is the director of payroll and compliance auditing. He has over 30 years of experience in the payroll audit field. Phil oversees the payroll auditing staff during the performance of fieldwork and preparation of audit and compliance reports. He is responsible for the quality control and tec...

More...

Course reviews

Downloadable files