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Critical Obligations For 401k Plan Sponsors
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When: Wednesday, January 30
Where: 7373 N. Scottsdale Rd. Suite d-120
Scottsdale, Arizona  85253
United States
Contact: Jim Wilkerson
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Please join us for a lunch meeting.

If you offer a 401k for your employees, you're the Plan Sponsor,and you can be held personally liable for fines levied as a result of a Department of Labor audit( ERISA 409).
In this workshop you will learn the nearly 80 fiduciary responsibilities that you have as the plan sponsor for your 401(k),as well as the approximately 20 commons problems outlined in the General Accounting Office report to Congress in their study from 2008.

Please join us in discussing this topic that is vitally important to you and your company, and learn how to be in full fiduciary compliance in the event of a Department of Labor Audit. Lunch will be provided, seating limited to 10.

Date: Wednesday, January 30

Time: 11:00 am-1:00 pm

Location: 7373 N. Scottsdale Rd. Suite d-120 

                  Scottsdale, AZ 85253


If you have any questions please contact; Jim Wilkerson at 480-778-2005 or


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