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Fiduciary Education with with the Department of Labor (DOL)

  • 01 Apr 2015
  • 10:00 AM - 11:00 AM (PDT)
  • Online Webinar


  • A member of any chapter of the WP&BC in good standing.

Registration is closed


Fiduciary Education with the Department of Labor (DOL)

Please note: This is a repeat of the webinar on February 25th. If you were registered for this webinar on February 25th, you will be automatically registered for this event as well.
The Current State of the LTCi Industry

This course, presented by Mark McCreary, Senior Benefits Advisor of the Department of Labor (DOL), will encompass the following:

  • Basic rules of Fiduciary Responsibility under ERISA, who can act as a fiduciary, primary duties and limits of duties.
  • Reporting and disclosure requirements
  • Getting it right by avoiding common problems regarding contributions, prohibited transactions and selecting service providers
  • Voluntary Fiduciary Correction Program

About Our Presenter

Mark McCreary joined U.S. Department of Labor, Employee Benefits Security Administration, Los Angeles Regional Office, in 2005 as a Benefits Advisor for the Outreach and Educational Assistance Unit, where he provides technical assistance to employers, service providers, and participants regarding ERISA-covered benefit issues.  He has facilitated
numerous presentations on compliance topics to various groups including plan sponsors, third party administrators, and human resource staff members.

The webinar recording and presentation slides will not be available due to government regulations.

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.

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