Break from the Grind July 13, 2016

SURVEY SAYS: What is your favorite ‘app?’

Reported by

This week, I’d like to know, do you have a Smartphone, how many apps have you downloaded on it, and what is your MOST favorite app and why?

You may respond to this week’s survey by 6 p.m. Pacific time today at https://www.research.net/r/3TNNPFK.
Compliance July 13, 2016

DOL Fiduciary Responsibilities Seminars Coming Up

The seminar is coming to Milwaukee, Little Rock and Newark.
Reported by

The Department of Labor’s Employee Benefits Security Administration (EBSA) is hosting three fiduciary responsibilities seminars in July and August, in locations across the country.

The “Getting It Right – Know Your Fiduciary Responsibilities” seminar series aims to increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Specifically, discussion topics will include:

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  • 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 seminar will be held in Milwaukee, Wisconsin, July 20. Registration is here. 

The seminar will be held in Little Rock, Arkansas, August 2. Registration is here. 

The seminar will be held in Newark, New Jersey, August 18. Registration is here.

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