|
|
Long Island Browser events
calendar is your premier online resource to events,
activities and things to do on Long Island covering
Nassau County, Suffolk County and the Hamptons, New
York. You can find events of interest by browsing
through categories, dates or location. You have an
upcoming event you would like to advertise? You can add
your own Long Island events free.
Click here to submit your event.
|
|
|
|
|
|
| |
|
Title: |
Review Your 401k Disclosures and Avoid Fines |
|
Sub Title: |
408b2 disclosure review |
|
Date: |
December 5, 2012 |
|
Time: |
8:30 AM to 10:00 AM
|
|
Location: |
The Westbury Manor |
|
Street Address: |
1100 Jericho Turnpike |
| |
Westbury, NY 11590 |
|
Description: |
On July 1st, covered service providers of ERISA governed retirement plans were required, by law, to provide written disclosures regarding their services, fiduciary status and compensation to the “responsible plan fiduciary of all their existing plan clients.
Responsibility has now shifted from the providers to the plan sponsors. So now what?
Charles Massimo, CEO of CJM Wealth Management, will be hosting a roundtable discussion on how you can maintain your compliance and avoid these exorbitant fines.
The seminar will show you how to:
- Review disclosures properly
- Proceed in the case of a possible breach
- Avoid hundreds of thousands of dollars in fines
Visit 408b2Disclosures.com now to RSVP for this important roundtable discussion.
Learn How to Avoid Breaching Your Fiduciary Duty as a 401(k) Plan Trustee
CJM Wealth Management will be hosting two seminars this December focused on the comprehensive review of 408b2 disclosures. Our roundtable discussions will cover the steps that plan sponsors must take to review the disclosures they received and inform them on how to proceed appropriately in cases where the disclosures were not properly furnished. If a plan sponsor fails to engage in evaluating the disclosures, or doesn't identify required disclosures that are missing, they will have engaged in a breach of fiduciary duty and, possibly, a prohibited transaction. |
|
Contact: |
8669230933 |
| |  |
| |  |
| |
|
|
|
 |
|
|
|
|
|
View Larger Map (call first to confirm location before driving) |
|
|
|
|
|
|
|
|
|
|
|
|
