Every business owner faces risks of claims, lawsuits and other liabilities.  Come to this session and learn about risks faced by TPAs and other retirement plan service providers and reasonable steps that can be taken to reduce risks and minimize liabilities.  We will talk about current court cases and claims against service providers, insurance protection, effective service agreements, and potential HR/employment issues.  Bring your questions and join us for a lively discussion!

We thank GALLINA, LLP - our Generous Sponsor. GALLINA is committed to partnering with WPBC in bringing education to pension professionals in California.