Compliance February 2, 2017

DOL Fiduciary Responsibilities Seminar Coming to Phoenix

The seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
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The Department of Labor’s (DOL)’s Employee Benefits Security Administration (EBSA) announced its Getting It Right – Know Your Fiduciary Responsibilities seminar will be held in Phoenix, Arizona.

The seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.

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Specifically, topics discussed include:

  • Understanding your plan and your responsibilities;
  • Carefully selecting and monitoring service providers;
  • Making contributions on time;
  • Avoiding prohibited on time; and
  • Making appropriate disclosures to plan participants and filing annual reports to the government on time.

The seminar will be held at Arizona State University – Skysong on Wednesday, February 15, from 8:30 a.m. to 4:30 p.m. MST. Registration is here. 

The agenda may be viewed here.

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