FREE Basics of ERISA

Sponsored by Bank of Arizona and the

Phoenix Chapter of Western Pension and Benefits Council

In today’s ever-changing regulatory environment, it is critically important for HR and Benefits professionals to be well informed about the basic requirements of ERISA, including their own fiduciary responsibilities, and how to ensure organizational compliance. Knowing the standards, rules, and requirements helps protect your organization from costly penalties and time-consuming problems. The Phoenix Chapter of Western Pension and Benefits Council is pleased to invite you to join us for an informative workshop on ERISA Basics on March 21, 2018, from 8:00-10:00am.

Session 1 – Disclosures, Notices, and Filing Requirements for your Retirement Plan 

ERISA requires certain communications to participants as well as regulating government agencies, each with its own particular requirements. Theresa Conti, President of Sunwest Pensions, will clarify the various disclosures and notices to be provided to your employees along with the deadlines throughout the year to provide the notices. She will also discuss other retirement plan deadlines and filing requirements.

Session 2 – Fiduciary Duties and Liabilities: Identifying Plan Fiduciaries and Avoiding Pitfalls

ERISA identifies who qualifies as a fiduciary with respect to the plan and sets certain standards for those fiduciaries. This session, presented by Ryan Curtis and Kristi Lundstrom of Fennemore Craig, will provide an overview of those duties and responsibilities and discuss tips on how to best serve the Plan and fulfill your fiduciary duties. It will also address how the actions of other fiduciaries can affect you and the importance of understanding the plan and compliance with legal requirements.

Agenda

8:00–8:15am Check in and Continental Breakfast

8:15–9:00am Disclosures, Notices, and Filing Requirements for your Retirement Plan

9:00–9:15am Break

9:15–10:00am Fiduciary Duties and Liabilities: Identifying Plan Fiduciaries and Avoiding Pitfalls

Location

2394 E Camelback Road, Phoenix, AZ 85106 – Conference Room – 6th Floor

Parking

Parking is available in the surface lot around the building, or below in the parking garage (parking in the parking garage will be validated). See parking map on reverse.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events.

If you are a member of WP&BC, you can attend he 2018 NIPA Annual Forum & Expo (2018NAFE) at the discounted membership price.  2018NAFE offers enriching, relevant, world-class education to help you build your business and enhance the services you provide to your organization’s clients. Register now for the 2018NAFE in Las Vegas on May 20-23, 2018.