Getting It Right: Know Your Fiduciary Responsibilities
CalCPA has partnered with the U.S. Department of Labor to bring you this retirement plan compliance program that will focus on:
Understanding your plan and your responsibilities,
Carefully selecting and monitoring service providers,
Making contributions on time,
Avoiding prohibited transactions and
Making appropriate disclosures to plan participants and filing annual reports to the government on time.
Date: Tuesday, July 1 Time: 8:30 a.m.–4:30 p.m. Location: Marine’s Memorial Club & Hotel; 609 Sutter St.; San Francisco CPE: 6.5 hours Cost: Free To Register:http://www.dol.gov/ebsa/pdf/FidEdCA.pdf
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