Make Sure You're "Getting It Right - Know Your Fiduciary Responsibilities Seminar" March 5th

San Diego District Office

u s small business administration
Image: Graphic Header for Getting It Right: Know Your Fiduciary Responsibilities Seminar

 

U.S. Department of Labor

Presents

Getting It Right

Know Your Fiduciary Responsibilities

for small business owners with a retirement plan

A Retirement Plan Compliance Assistance Seminar for Small Business

Tuesday, March 5, 2019
9 AM - 5 PM

REGISTER HERE


Strong fiduciary oversight and protecting workers’ benefits is one 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.  Our compliance assistance program – Getting It Right – Know Your Fiduciary Responsibilities – will 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; and
  • Making appropriate disclosures to plan participants and filing annual reports to the government on time.

San Diego State University
Parma Payne Goodall Alumni Center
Fowler Family Ballroom
5250 55th Street
San Diego, CA 92182 
(619) 594-2586
http://www.ppgalumnicenter.org/

SEMINAR PARTNERS

  • Society for Human Resource Management
  • National Federation of Independent Business
  • U.S. Small Business Administration
  • American Institute of Certified Public Accountants

Cooperation does not constitute or imply an endorsement by the government of any product or service of the private sector partners.

This seminar is FREE. Registration will be on a first come first served basis, so please register as soon as possible and NO LATER THAN March 1, 2019:

REGISTER HERE


AGENDA

8:30 – 9 AM          Registration

9 – 9:30 AM          Welcome - U.S. Department of Labor & Partners 

9:30 – 10:30 AM   Fiduciary Responsibility - Speaker:  U.S. Department of Labor

10:30 – 10:45 AM BREAK

10:45 AM – 12:30 PM
                              Fiduciary Responsibility (cont.)
                              Speaker: U.S. Department of Labor

12:30 – 1:30 PM   LUNCH (on your own)  

1:30 – 2:00 PM     Fiduciary Responsibility Questions and Answers

2 – 3:00 PM          Reporting and Disclosure
                              Speaker:  U.S. Department of Labor

3 – 3:15 PM          BREAK                                                                                         

3:15 – 4:15 PM    Common Mistakes & IRS Correction Programs
                              Speaker: Internal Revenue Service

4:15 – 4:30 PM    DOL Voluntary Correction Program
                              Speaker:  U.S. Department of Labor

4:30 – 5 PM         Questions and Answers        


For more information please contact:     

Karina R. Beckmann
Tel.:  (202)693-8428
Email: Beckmann.Karina.R@dol.gov