with Kristy Phillips, U. S. Department of Labor’s Employee Benefits Security Administration
Breakfast and registration at 8:00 am
Presentation 8:30 to 10:00 am
Bentley University, Waltham, MA
Register Today!
“Getting It Right – Know Your Fiduciary Responsibilities” will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Getting it right, however, can be challenging. This is especially true for small and medium sized employers who have limited time, resources, and access to professional help with benefit programs.
Specifically, getting it right means:
- Understanding your plan and your responsibilities,
- Carefully selecting and monitoring service providers,
- Making contributions on time,
- Avoiding prohibited transactions, and
- Making appropriate disclosures to plan participants and filing annual reports to the government on time.
This program is provides an understanding of ERISA’s fiduciary requirements and is geared towards small to medium sized employers and the retirement plan service providers that work with these employers on ERISA issues.
Kristy Phillips is the Lead Benefits Advisor in the Boston Regional Office of the U. S. Department of Labor’s Employee Benefits Security Administration. As a Benefits Advisor, Ms. Phillips provides technical assistance and education to employees, employers, and benefit plan service providers regarding private sector retirement and welfare benefit plans governed by the Employee Retirement Income Security Act (ERISA). She also does outreach and education on ERISA and related laws throughout New England and upstate New York.
Ms. Phillips obtained a Bachelor of Arts in English from Boston College and a Master of Science in Criminal Justice from Northeastern University. She received her J.D. from Suffolk University Law School in Boston and is admitted to practice law in the Commonwealth of Massachusetts and the Federal District Court for the District of Massachusetts.