Are You New to the Independent School Community? Have You Just Started Your Job or Been Recently Promoted? Have You Ever Heard of PAISBOA? Would You Like to Learn More About Us? Are You In the Mood for a Fantastic BBQ Lunch?

If So, We'd Love to Meet YOU!!

Please join us for PAISBOA’s First Annual Welcome Back Barbeque! Set for Thursday, September 27, from 10:30 a.m.-1:30 p.m., we’ll be offering a huge helping of delicious delights from Mission Barbeque along with a tasty side order of “Fiduciary Compliance."
The event will take place at the PAISBOA Offices in Radnor Township.

Are you aware of your Fiduciary responsibilitiy regarding your school’s Retirement Plans? A panel of experts from Carroll Consultants will take us through their easy-to-understand Fiduciary Compliance Checklist, compiled by the Department of Labor, including:

  • Are You a Fiduciary?
  • You and Your School's Fiduciary Liabilities
  • Monitoring Your School's Various Investment Options
  • Plan Document Compliance
  • Excessive Fee Exposure
  • Fiduciary Responsibilities
  • Form 5500 and Compliance Testing
  • DOL & IRS Audits
  • And more!

Our Panelists

  • Marcie Carroll
  • Buzz Hartsig
  • Tom Giedgowd

If you’re not sure of your responsibility in this area, or if you’re just interested in a fantastic luncheon, please join us!

To register, CLICK HERE