For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Compliance July 5, 2012
EBSA to Hold Fiduciary Workshop in S.C.
The Department of Labor’s Employee Benefits Security
Administration (EBSA) announced a workshop in South Carolina for retirement
plan fiduciaries.
Reported by PLANADVISER staff
The agency’s seminar, “Getting It Right! Know Your Fiduciary Responsibilities,” will be held September 11 in Charleston.
Topics include:
- 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.
More information is here.
You Might Also Like:
PensionPro Announces Partnership With Payroll Integrations to Support TPAs
Plus, July Business Services acquires Acuff to strengthen its administration and actuarial services.
Capital Group Names Top Focus Areas for DC Investment Consultants
Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...
Financial Wellness Moves From “Nice to Have” to Table Stakes
In the second installment of this quarter's PLANADVISER In-Depth, advisers discuss the crucial role financial wellness programs play both for...