GETTING IT RIGHT – KNOW YOUR FIDUCIARY RESPONSIBILITIES with U.S. DEPARTMENT OF LABOR
U.S. DEPARTMENT OF LABOR invites you to
GETTING IT RIGHT – KNOW YOUR FIDUCIARY RESPONSIBILITIES A RETIREMENT PLAN COMPLIANCE ASSISTANCE SEMINAR FOR SMALL BUSINESS
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.
Getting It Right will offer a helping hand to those who want to do the right thing.
We hope you will join us at this upcoming FREE seminar. Helping fiduciaries to get it right benefits us all. Registration will be on a first come first served basis, so please register as soon as possible.
AGENDA
Registration & Sign in 8:30 – 9:00 AM
Welcome – U.S. Department of Labor & partners 9:00 – 9:30 AM
Fiduciary Responsibility – U.S. Department of Labor 9:30 – 10:30 AM
BREAK 10:30 – 10:45 AM
Fiduciary Responsibility (continued) 10:45 AM – 12:30 PM
LUNCH (on your own) 12:30 – 1:30 PM
Question and Answer Session 1:30 – 2:00 PM
Reporting and Disclosure – U.S. Department of Labor 2:00 – 3:00 PM
BREAK 3:00 – 3:15 PM
Common Mistakes & IRS Correction Programs – Internal Revenue Service 3:15 – 4:15 PM
DOL Voluntary Correction Program – U.S. Department of Labor 4:15 – 4:45 PM
Question and Answer Session 4:45 – 5:00 PM
SEMINAR LOCATION
New Jersey Institute of Technology Campus Center – Ballroom 150 Bleeker Street, Newark, NJ 07103 | Map
Parking: Complimentary event parking at the Summit Garage Parking Deck 154 Summit Street, Newark, NJ 07103
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.
REGISTER NOW
For more information about this event please contact harlow.gregg.r@dol.gov
Fee: No Cost