S*******s
发帖数: 10098 | 1 Now, more than ever, plan sponsors must understand their roles and
responsibilities to maintain the tax benefits of sponsoring a qualified
retirement plan and help employees prepare for retirement, all while
limiting the liability associated with fiduciary status.
A timely discussion of important fiduciary issues with:
Rebecca Kaplan, J.D.
Fiduciary Complaince Consultant
讲座:
Navigating the ERISA Fiduciary Maze -Understanding Responsibilities,
Limiting Liability
Employers who sponsor qualified retirement plans must comply with complex
reporting, disclosure and general requirements imposed by the Internal
Revenue Code and the fiduciary responsibility provisions of the Employee
Retirement Income Security Act of 1974 ("ERISA"). ERISA fiduciaries are
often said to be charged with the "highest duty known to the law" and face
personal liability for breaches. Plan fiduciaries are charged with
monitoring service providers and ultimately bear the responsibility for
administrative or operational problems that may arise.
The DOL reported that it closed 3,472 civil cases and obtained monetary
results of nearly $1.39 billion in 2011. Recent fee disclosure regulations
and increases in the DOL’s national enforcement staff demonstrate the
department’s intention to increase these efforts.
地点：
The Beechwood Hotel
363 Plantation Street, Worcester, MA
时间：
Wednesday, November 13, 2013
11:30 AM to 1:00 PM
定座：781-890-2958 | S*******s
发帖数: 10098 | 2 忘了说这是免费的讲座。
讲话的/回答问题的几个人都是在ERISA方面有多年经验的。 |
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