Getting It Right-Know your Fiduciary Responsibilities
Co-Sponsored by HRMA

US Department of Labor – Getting It Right – Know your Fiduciary Responsibilities

Date:        November 8, 2006

Times:
8:30 – 9:00 a.m. – Registration & sign in 
9:00 – 9:30 a.m. – Welcome 
9:30 – 10:30 a.m. – Fiduciary Responsibility 
10:30 – 10:45 a.m. - BREAK 
10:45 a.m. – 12:30 p.m. – Fiduciary Responsibility (continued) 
12:30 – 1:30 p.m. – LUNCH on your own 
1:30 – 1:45 p.m. – Fiduciary Responsibility Questions and Answers 
1:45 – 2:45 p.m. – Reporting and Disclosure 
2:45 – 3:00 p.m. – BREAK 
3:00 – 3:30 p.m. – Tax Qualification Issues 
3:30 – 4:15 p.m. – Voluntary Correction Programs 
4:15 – 4:30 p.m. – Questions and Answers

Location:  
Sheraton Milwaukee Brookfield 
375 South Moorland Road 
Brookfield, WI 53005

Strong fiduciary oversight and protecting workers’ benefits are some of the highest priorities of the U.S. Department of Labor.  The best way to protect workers’ benefits is by preventing problems before they start.  Their newest compliance assistance program –Getting It Right – Know Your Fiduciary Responsibilities – looks to increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Getting it right, however, can be challenging.  This is especially true for small and medium sized employers who have limited time, resources, and access to professional help with benefit programs.

Specifically, getting it right means:

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

This new program combines free seminars around the country, new educational materials, and a dedicated webpage on EBSA’s Web site.  With the valuable participation of our partners, Getting It Right will offer a helping hand to those who want to do the right thing.

This seminar is FREE and open to the first 200 registrants.  Registration will be on a first come first served basis. Please register by October 27, 2006.

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