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DOL Program: Fiduciary Responsibilities for Small Businesses

This compliance assistance program will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Among the topics covered: understanding your plan and your responsibilities; avoiding prohibited transactions; common mistakes & IRS correction programs; DOL Voluntary Correction Program.

Date: Jan. 28
Time: 9:15 a.m.–4:30 p.m.
Location: Pasadena Public Library Auditorium; 285 E. Walnut St.; Pasadena
RSVP: By Jan. 18: Pat Humphlett (202) 693-8660 or humphlett.patricia@dol.gov
Info: Online

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Chapter Events

CC Emerging Professionals Networking Event - Tuesday, August 03 - San Luis Obispo

Save The Dates

Aug. 10: Scholarship Fund-raiser—Stopping Fraud in Your Business
Speaker: Stephen Getzoff, CPA, CFE, CFF

Sept. 20: QuickBooks Update
Speaker: Suzanne Atkinson, CPA

Oct. 26: Annual Attorneys, Bankers and CPA Mixer
Location: Embassy Suites, SLO
Time:5:30–7:30 p.m.

TBD: Student Night—Transitioning from Social Networking to Business Networking
Speaker: Clar Rosso, CalCPA COO

TBD: Technology Update
Speaker: David Cieslak, CPA

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