Subscribe To Our Newsletter

| Contact Us | Client Login Proposal Request

NEWS & EVENTS

INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED

 

 

 

INTAC Seminar for Financial Advisors: DOL & IRS Target Areas

INTAC Seminar for Financial Advisors: DOL & IRS Target Areas

Choose either of the seminar sessions below to hear nationally recognized ERISA attorney, Alison Cohen, provide you with an elevated understanding of the following:

  • DOL and IRS case studies of recent audits
  • Fiduciary lawsuit case studies / plan sponsor liabilities
  • The liability of becoming a 3(21) or 3(38) fiduciary
  • Good governance / best practices

Tuesday, December 5

Choose from 2 sessions

  • 12:00 pm - 2:00 pm Luncheon in Morristown, NJ
  • 4:30 pm - 6:30 pm Cocktails & Conversation in Red Bank, NJ

Contact INTAC’s Event Coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more.
We hope you can join us!



Comments are closed.

Categories