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...
Working with Attorneys

Working with Attorneys

An attorney plays a key role in helping a CAA maintain accountability and avoid liability. By proactively working with an attorney to ensure that its organizational infrastructure is legally compliant and enforceable, a CAA may avoid costly litigation and the negative...
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...