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Events

Apr 05, 2017

Understanding Your Fiduciary Responsibilities

As an employer or a business representative, do you know your obligations to your employees when it comes to their retirement?  The liability for not properly carrying out your role can be quite harsh. Join us for an Employee Benefit Plans Roundtable to learn about your fiduciary obligations when offering a qualified retirement plan to your employees, and find out how to protect yourself. 

Topics will include: 
  • What is an ERISA plan and who is a fiduciary?
  • What are the fundamental responsibilities of a fiduciary?
  • Rules that govern qualified retirement savings plans
  • What is fiduciary-duty relief?
WHEN: 
Wednesday 
April 5, 2017
9:00 AM to 10:30 AM

WHERE:
Morgan Stanley
522 Fifth Avenue 3rd Floor
New York, NY 10036

Please reserve your spot no later than April 3, 2017

If you have questions regarding this event, please contact:

Maggie Lopez
516-349-2150 x1543 or
mlopez@citrincooperman.com

Featuring

Adam Reiss