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The management of deferred compensation / defined contribution plans has changed significantly during the past decade. With these changes have come unprecedented new responsibilities for decision-makers.

Responding to the needs of our clients in this dynamic marketplace, Bill Tugaw began offering comprehensive training programs in 1999.  Defined Contribution University (DCU)and 457 University educational workshops are intended for decision-making and administrative personnel.

DCU is designed for employers who offer multiple defined contribution plans and 457U for those employers who offer 457 Plan benefits only. Both workshops are continuously updated to reflect and summarize new legal and legislative requirements, changing fiduciary responsibilities and best practices, employer strategies.

Participants in these sessions have included policy-makers, senior and mid-level managers, legal counsel and support staff.

 In recent years we have added, Mutual Fund 101, to Defined Contribution University in an effort to keep plan decision-makers and staff up-to-date with investment terminology and have prepared separate seminars to instruct plans with more in depth information on investments and risk.

Class sizes are limited to 25 participants.

Approved for Six hours of California MCLE* Credits

*Minimum Continuing Legal Education

 

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