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WeSTERN PENSION & BENEFITS COUNCIL

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Online Webinar: Voluntary Fiduciary Correction Program (VFCP) with the DOL

  • 18 Mar 2015
  • 10:00 AM - 11:00 AM
  • Online Webinar

Registration

  • A member of any chapter of the WP&BC in good standing.
Registration is closed
ONLINE WEBINAR

The Current State of the LTCi Industry
 
Voluntary Fiduciary Correction Program (VFCP)

This course will provide a General Overview of EBSA. Learn “What is the VFC Program?”

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

About Our Presenter

Wendy Morgan, DOL Los Angeles Regional Coordinator APP/VFCP   

Wendy Morgan is currently the Los Angeles Regional Office Coordinator for the Voluntary Fiduciary Correction Program and the Abandoned Plan Program.  She is a CPA, has a degree in Psychology, an Award in Accounting, and a work background in banking, staffing, and public accounting.   Wendy’s time with the U.S. Department of Labor-EBSA has given her great experiences in enforcement, technical assistance and compliance that have enabled her to work with terrific colleagues, members of the employee benefits community as well as the plan participants we serve.


Details

 Due to DOL regulations, no presentation slides or recording will be available for this webinar.

Please note: this webinar's audio portion will be broadcasted through your computer's speakers. No dial-in number will be provided.

The webinar will provide continuing education credits for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA.

Members are $35, Nonmembers are $50.

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

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

PHONE: 
720-837-2426

ADMINISTRATIVE OFFICE

PO Box 13
Parker, CO 80134
720-819-7619

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