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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on Friday, June 27th, 2008 at 10:58 am and is filed under CalCPA News.
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