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Getting it Right, ERISA, Know Your Fiduciary Responsibilities Webcast (16WWGIRAMY)
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This program is for the employer sponsor, or service provider of employer-sponsored benefit plans assist them to understand the basics of Fiduciary standards of conduct with ERISA covered retirement and health plans.

5/18/2016
When: Wednesday, May 18, 2016
9:00 AM - 1:00 PM
Where: United States
Presenter: Andy Cameron and Jane Wines
Contact: April Deneault
801-466-8022


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Acronym 16WWGIRAMY
CPE 4 hours
Category
Accounting & Auditing
Level Basic
Vendor WSCPA
Who should attend

Employer sponsor, or service provider of employer-sponsored benefit plans

Prerequisite
None
Fees: Early Bird

Standard

Member N/A $99
Non-Member: N/A
$149

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
This program is for the employer sponsor, or service provider of employer-sponsored benefit plans assist them to understand the basics of Fiduciary standards of conduct with ERISA covered retirement and health plans.Specific topics include:

  • Introduction of the Employee Benefits Security Administration, and ERISA

  • ERISAs jurisdiction

  • Defining an ERISA fiduciary and parties in interest

  • Detailed discussion of the duties of fiduciaries including: proper handling of plan assets, avoiding prohibited transactions, required filing, bonding, and notice and disclosure requirements, and explanation of the Voluntary Fiduciary Correction Program (VFCP).

 

 

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