Event Details

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Pre-approved for one HRCI Credit and one SHRM Professional Development Credit (PDC)

Getting It Right, ERISA: Know Your Fiduciary Responsibilities

This event will outline the core of ERISA and its standards of conduct with regard to retirement plans:

1. Understand your plan and your responsibilities – help attendees understand the nature of a retirement plan, and their role, and the Employer’s role in offering one.
2. Carefully select service providers – help attendees understand how ERISA views the relationship between the Employer and its service providers and the Employers’ responsibility in this relationship.
3. Make timely contributions – help attendees understand the requirements of ERISA with regard to retirement plan contributions.
4. Avoid prohibited transactions – help attendees understand acts that are prohibited with regard to retirement plans.
5. Make timely reports to government and disclosures to participants – explain reports and timeliness.
and,
6. Mention briefly: voluntary fiduciary compliance programs, bonding requirements, and abandoned plan regulation.

Jane Weiss, Benefits Advisor with the Seattle District Office of the U. S. Department of Labor’s Employee Benefits Security Administration 

Jane Wines is a Benefits Advisor with the Seattle District Office of the U. S. Department of Labor’s Employee Benefits Security Administration. As a Benefits Advisor, Ms. Wines provides technical assistance and customer service to employers and employees in private sector retirement and welfare plans. She also does outreach and education on the Employee Retirement Income Security Act (ERISA) and related laws throughout the Pacific Northwest states of Oregon, Washington, Idaho, and Alaska.

Ms. Wines attended the California State University, Stanislaus, where she earned a Bachelor of Arts Degree. She earned a Juris Doctorate degree from the Golden Gate University School of Law and holds certification as a Certified Employee Benefit Specialist, under the IFEBP. Ms. Wines has performed as a Benefits Advisor for 6 years, and has performed audits of health and retirement benefits plans as an Investigator for the Employee Benefits Security Administration.