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Webinar Series for Retirement and Health Plan Sponsors [SBA]

March 13 @ 11:00 am - 12:30 pm PDT

|Recurring Event (See all)

One event on March 13, 2024 at 11:00 am

One event on March 21, 2024 at 11:00 am

Part 1 – Tues. March 5 | Part 2 – Weds. March 13 | Part 3 – Thurs. March 21 | 11am – 12:30pm PST, Online

Operating an employee benefit plan can be challenging, especially for small- and medium sized employers who have limited time, resources, and access to professional help with benefit programs.

To help increase awareness and understanding about basic fiduciary responsibilities when operating a retirement or health benefit plan, the U.S. Department of Labor is presenting the Getting It Right – Know Your Fiduciary Responsibilities, a three-part webinar series.

This webinar series will help employers and service providers understand how the fiduciary responsibility provisions of the Employee Retirement Income Security Act (ERISA) apply to employer-sponsored retirement and health plans and will provide information on how to avoid common problems in managing a plan. Specifically, getting it right means understanding your plan and your responsibilities, carefully selecting and monitoring service providers, making contributions on time, providing appropriate disclosures to plan participants, filing annual reports to the government on time, and avoiding prohibited transactions.

Click here for more information (Event Flyer)

Part 1: Tuesday, March 05, 11am – 12:30pm PST • Basic fiduciary responsibilities when operating an employer-sponsored retirement plan • ERISA’s prohibited transactions provisions and exemptions
Register for Part 1

Part 2: Wednesday, March 13, 11am – 12:30pm PST • ERISA’s reporting and disclosure provisions for employer-sponsored retirement plans • Department of Labor’s voluntary correction programs for retirement plans
Register for Part 2

Part 3: Thursday, March 21, 11am – 12:30pm PST • Basic fiduciary responsibilities when operating an employer-sponsored group health plan • ERISA’s reporting and disclosure provisions for employer-sponsored group health plan • Qualified Medical Child Support Orders (QMCSOs)
Register for Part 3