Provided by your plan administration partner:
Innovative Insights Innovative Pension
      Helpful Information – June 15, 2009  1.800.98PENSION    

Insight  

Follow-up to our June Newsletter

DEPARTMENT of LABOR Provides Fiduciary Responsibilities Webcast

The DOL is attempting to assist Plan Sponsors in understanding their fiduciary responsibilities. 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.

While the Innovative Pension staff stands ready to assist with all the compliance requirements, it's difficult to provide answers to questions that Plan Sponsors don't know to ask. This webcast should assist the Trustee or Administrator with the basic requirements of acting as a fiduciary and provide some flags on restricted behaviors.

Copy this link below to your browser to register to view the Webcast: (This is an Archive of a Live Webcast)

Getting It Right - Know Your Fiduciary Responsibilities Webcast Archive.

Alternatively, use this link to the EBSA and then click on the first webcast under "Compliance Workshops, Seminars and Webcasts"

http://www.dol.gov/ebsa/

Reach Customer Service at 858-748-6500 with questions
Plan Design 858-218-3440
Contact Us


In this Announcement:

DOL provides Fiduciary Responsibility Webcast


Quick Links...

Innovative Pension Home

Newsletter Archives

Contact Us

Innovative Pension
14251 Danielson Street
Poway, CA 92064

For Assistance,
Call Customer Service: 1.800.98PENSION

or email helpdesk