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FIDUCIARY ISSUES AFFECTING QUALIFIED RETIREMENT PLANS IN LIGHT OF THE SCANDALS IN THE MUTUAL FUND AND INVESTMENT INDUSTRY

WP&BC-LA is providing this seminar at no cost to attendees– thanks to the generous support of MassMutual

To reserve your space in the Seminar, please e-mail Susie Gregg at: sgregg@massmutual.com

THIS SESSION WILL FOCUS ON:

Who is a fiduciary?

What are the fiduciary's "responsibilities, obligations, or duties"?

What steps should plan fiduciaries and plan sponsors take to reduce potential liability?

LOG-INSTRUCTIONS

For WebEx:

1.Open your web browser and go to https://massmutual.webex.com

2.Choose “Fiduciary Issues Affecting Qualified Retirement Plans…”from list of meetings, click “Join Now.”

3.Enter password –nelson

 

For Audio

1.Call 877-841-2969

2.Ask for the WPBC call hosted by Mitch Haber

FIDUCIARY ISSUES AFFECTING QUALIFIED RETIREMENT PLANS……

Wednesday, February 4

9:30-10:30 a.m. PST

HOST:

John Nelson, Esq.

President

JRN Benefits