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Central Coast Chapter

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CalCPA Feature

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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Program Associate:
Rita Williams
(805) 571-1558

Program Director:
Kay Coffin
(559) 3800

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