Navigating Retirement Plan Fiduciary Rules and Plan Errors

Ins and Outs of Retirement Plan Audits

In the first webinar of the Keeping Your Organization’s Retirement Plan in Shape webinar series, learn from an experienced retirement plan auditor about which retirement plans are required to have audits, what auditors look at when conducting an audit, how to...
Navigating Retirement Plan Fiduciary Rules and Plan Errors

Tips for Attorneys Reviewing CAA Bylaws

In this webinar, we examine the main issues for an attorney to consider when asked by a CAA to review and update its bylaws. We discuss laws specifically applicable to a CAA’s bylaws, such as the CSBG and Head Start board composition requirements, and what provisions...
Navigating Retirement Plan Fiduciary Rules and Plan Errors

Taking Care of Business…and Working Overtime

The U.S. Department of Labor recently issued its long-anticipated “overtime rule,” which affects whether certain employees may be treated as exempt from the minimum wage and overtime pay requirements of the federal Fair Labor Standards Act. The DOL estimates that the...
Navigating Retirement Plan Fiduciary Rules and Plan Errors

Working with CAA Personnel Policies

This webinar is intended to help attorneys better understand the legal issues unique to CAAs with respect to their personnel policies and practices. We discuss the human resources directives in the CSBG Organizational Standards and the new overtime rule recently...
Navigating Retirement Plan Fiduciary Rules and Plan Errors

Tax-Exempt Law for Nonprofit CAAs

A nonprofit CAA’s federal tax-exempt status is one of its most valuable assets. In this webinar we review the do’s and don’ts of protecting that status. Topics covered include advantages and basic requirements of tax exemption under Internal Revenue Code section...