Roles, Responsibilities & CSA Structure
Learning Objective: Understand what the CSA is, why it matters, and who needs to be familiar with it.
Video: Introduction to CSA
📌 Key Topics Covered:
- MAP’s role: TPA services, compliance, testing, plan support.
- Plan sponsor’s role: Data accuracy, timely submissions, DOL/IRS compliance.
- Legal framing of the agreement and minimization of customization.
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How the proposal ID links to the CSA document.
Knowledge Check
Who is responsible for ensuring compliance with DOL and IRS regulations?
Why is minimizing customization important?
Module 2