|
HRACC Meeting - Dept. of Labor 401k Audits: Would your Company Plan Pass? Tuesday, February 9, 2010
11:30 AM - 1:00 PM Madonna Inn
100 Madonna Road
San Luis Obispo, CA 93405 Fiduciary status is based on the functions performed for the plan, not just a person’s title. If you are a member of a plan’s administrative committee, select members to be on the committee or even carry out decisions given to you by the plan trustees, you are a fiduciary.
One Hour Fiduciary Education Certificate will be provided for all attendees.
Your Fiduciary Education will include:
- Who is a Fiduciary?
- What is the significance of being a Fiduciary?
- How can I limit my liability?
- How does the DOL expect me to monitor our Plan Provider?
- How does the DOL expect me to monitor our Investment Advisor?
- How does the DOL expect me to monitor our Investments?
- How does the DOL expect me to monitor our employee education?
- What are prohibited transactions?
- Who is Exempt from DOL oversight?
- What must be documented and ready for review if audited?
- How do I monitor Plan Expenses?
Also find out:
- Who is getting audited?
- What are the major problems they are discovering upon being audited?
- What penalties could we receive if they find problems with our plan?
Melinda Thomas, a Partner at FIT Financial in San Luis Obispo, is a Certified Financial Planning Professional (CFP) and a Qualified Plan Financial Consultant (QPFC). FIT Financial, is a member firm of National Retirement Partners (NRP), a nationwide organization dedicated to the retirement plan and wealth management marketplace.
Menu: Roast Pork or Steamed Vegetables; Caramel Dutch Apple Pie RSVP Now!
|
2009 HRACC Benefits and Compensation Survey
ORDER YOUR COPY OF THE 2009 HRACC BENEFITS AND COMPENSATION SURVEY – your only source for current data regarding wages and benefits for employers in San Luis Obispo County.
Considerable time and effort has been expended to bring this information to those who contributed data; we know you will find this to be the most comprehensive and up to date data for San Luis Obispo County. The report is available for purchase to those who did not participate; purchases may be made by contacting any HRACC Board member or by contacting our president, Betsey Nash.
The cost is:
- $75 - HRACC Members
- $150 - Non Members
Please assist with the security of this Report distribution. Email is the only method being used to distribute so we ask that you do not share this report or any of the enclosed data with anyone outside of your own Company/Organization/Agency. This report and the information enclosed therein is declared proprietary and may not be shared, duplicated, disseminated, or re-distributed in any format without the express permission of HRACC. All rights are reserved.
We wish to once again thank everyone who has contributed to this process and to the final product. Special thanks and acknowledgement goes out to the Cal Poly Interns who provided the majority of the work and support; it is through their dedication to the process and their professionalism that we have this excellent tool available.
|
|
Small Business California Survey Its that time of year that Small Business California sends out its an survey. This is the sixth annual survey and it will set Small Business California’s agenda for the year. As always the results of the survey will be sent to every state legislator and the Governor.
Last year we had over 600 responses and a response from every county in the state.
The survey will take between 10 and 15 minutes to complete.
If you would like to participate, please visit http://www.zoomerang.com/Survey/?p
|
| Mar 9 2010 |
HRACC Meeting - March Meeting Tuesday, March 9, 2010
11:30 AM - 1:00 PM Madonna Inn
100 Madonna Road
San Luis Obispo, CA 93405
TBD
Menu: Chicken Salad Croissant Sandwich or Steamed Vegetables; Apple Spice Cake RSVP Now! (deadline 03/05/2010) |
3 records |
