Employee Benefit Plan Update: Understanding Your Fiduciary Role

Thursday, January 26, 2012
Renaissance Woodbridge Hotel
515 US Highway 1 South
Iselin, NJ 08830

Check in and Complimentary Breakfast at 8:00 a.m.
Seminar from 8:30 a.m. – 11:30 a.m.

403(b) Plan Audits and Related Fiduciary
Responsibilities and Risk

Donna M. Massanova, CPA
Partner, Practice Leader, Employee Benefit Plans
ParenteBeard LLC

Examining the Fiduciary Risk in Your
Employee Benefit Plans

Anthony J. Pascazio, CLU, AIF
Managing Director
Solenture Inc.

Legal Aspects of Fiduciary Duties Under
ERISA for Tax-Exempt Plan Sponsors

Mark A. Daniele, Esq.
Partner, Practice Group Leader, Tax and Benefits
McCarter & English LLP

Registration deadline: January 12, 2012.

Please register for this seminar by contacting
Joyce Berckey at Joyce.Berckey@ParenteBeard.com or 610.927.4910.

Seating is limited.

We look forward to seeing you on January 26, 2012!
This group-live session will cover the following topics:

Identifying control and operational common errors in a plan

Understanding the plan's risks in respect to potential fiduciary breaches

Review of Department of Labor's Regulatory Update

Examining the Fiduciary Risk in Your Employee Benefit Plans

Legal Aspects of Fiduciary Duties Under ERISA for Tax-Exempt Plan Sponsors

Through this seminar attendees will learn the best practices regarding 403(b) plans, ERISA and the identifying common control and operational errors as well as the roles and responsibilities of the Plan Fiduciary.

Objectives:

Determine whether your organization's 403(b) arrangement is subject to ERISA

Identify the members of your organization who are 403(b) plan fiduciaries

Know the "best practices" for fulfilling the fiduciary duties associated with 403(b) plans

Identifying control and operational common errors in a plan

Understanding the plan's risks in respect to potential fiduciary breaches

Review of Department of Labor's Regulatory Update

Know what their responsibilities are to the Plan

Take away a list of Best Practices to help the Fiduciaries meet their legal obligations to the plan.

You will know the penalties for the breaches of Fiduciary Duties.

CLE Credit:

This transitional CLE program has been approved in accordance with the requirements of the New York Continuing Legal Education Board for a maximum of three credit hours in the Professional Practice category.

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for three hours total CLE credit.
CPE Credit:

McCarter: 50 minutes or 1 CPE Credit in Business Law

Solenture: 50 minutes or 1 CPE Credit in Management Advisory Services

ParenteBeard: 50 minutes or 1 CPE Credit in Accounting and Auditing
Advanced preparation: None
Prerequisites: None
Program level: Basic

For more information regarding refund, complaint and program cancellation policies, please call 215.557.2010.

National Registry of CPE SponsorsParenteBeard LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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