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Getting It Right - Know Your Fiduciary Responsibilities Webcast Series
Part I and Part II

March 27 and 28, 2012, 1:00 pm - 2:30 pm EDT
Sponsored by the U.S. Department of Labor, Employee Benefits Security Administration (EBSA)


Getting It Right – Know Your Fiduciary Responsibilities will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Getting it right, however, can be challenging. This is especially true for small and medium sized employers who have limited time, resources, and access to professional help with benefit programs.

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.

The webcast series will address the following topics:

March 27 – Speakers from the U.S. Department of Labor will present information on the basic fiduciary responsibilities and on prohibited transactions and exemptions under ERISA.

March 28 – Speakers from the U.S. Department of Labor will present information on the reporting and disclosure provisions of ERISA and the Department’s voluntary correction program.

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