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September Lunch Meeting - Even Fiduciaries Make Mistakes: How the DOL Voluntary Fiduciary Correction Program Can Help

  • Tuesday, September 18, 2018
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration


Registration is closed

Please join us for Even Fiduciaries Make Mistakes: How the DOL Voluntary Fiduciary Correction Program Can Help, presented by Wendy Morgan, U.S. Department of Labor-EBSA. Topics covered in this presentation include:

    • How to participate?
    • Identifying and correcting an eligible violation
    • Submitting appropriate documentation and what to expect
    • No Action Letter
    • DOL Resources and Contact information

    This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

    The reservation deadline for the meeting is Thursday, September 13th.

     

    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:
    Lori Mason, Chapter Administrator 
    info@wpbcsandiego.org

    Phone: 619-405-3874



    Address:
    San Diego Chapter
    PO Box 600302
    San Diego, CA   92160-0302

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