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 email@example.com, if you are interested in learning more.
We hope you can join us!