Our main goal is to educate our members through a variety of programs and opportunities, one of the ways we do this is through our Governing Board webinars - offered monthly. We are also proud to announce that you can now purchase and view past webinars in case you missed them the first time. You get your CE credits by completing a short quiz at the end of the program. View our past events below!

Learn more about the CE credits we offer here.


WEBINAR PRICING

 

MEMBERS:

$35.00 1 Hour Webinars

$50.00 2 Hour Webinars

 

NON-MEMBERS

$50.00 1 Hour Webinars

$75.00 2 Hour Webinars

 

For groups of 8 or more please contact Marti Hack for discount pricing.


NOT A MEMBER YET?


Get more CE credits, for less. Become a member and get discount pricing on webinars, chapter meetings and annual conferences. 


Click on one of our chapter locations above to find the city nearest & you.


Nothing near you yet? Learn about our At-Large Membership


BECOME A MEMBER!

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Our Webinars are brought to you by:



         

Upcoming events

    • 20 Apr 2018
    • (PDT)
    • 30 Jun 2018
    • (PDT)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 

    Where are we now?  

    An Update on ERISA Litigation


    The Presentation:


    Brad Huss will discuss the current issues facing plan sponsors and fiduciaries in the courts.  Topics will include 401(k) fee lawsuits, 403(b) plan lawsuits, employer stock cases and the evolving remedies available to ERISA plan participants in benefit claims and fiduciary breach cases.

    • How are the courts deciding these cases?
    • What are the latest trends in claims by plaintiffs?
    • Are there plan provisions that can assist in defending litigation?

      The Speaker: Brad Huss

      Brad Huss has been practicing in the employee benefits field for forty years, and his practice is primarily in the areas of ERISA litigation, fiduciary responsibility matters, qualified pension and profit sharing plans and Department of Labor investigations.

      Brad serves as a private mediator in ERISA litigation matters and has been appointed as an Alternative Dispute Resolution Neutral in over sixty ERISA cases by the United States District Court for the Northern District of California. Brad has also been appointed as a Special Master in an ERISA case by the United States District Court for the District of Idaho.

      Brad has been listed by Best Lawyers in America® for Employee Benefits (ERISA) Law and ERISA Litigation continually since 1995 and was named Lawyer of the Year for 2013 in ERISA Litigation in San Francisco. Brad has been listed as a Top Rated Employee Benefits Attorney in San Francisco by Super Lawyers since 2004. Brad has also been selected by Super Lawyers Magazine as one of the “Top 100 Attorneys” in Northern California in 2007-2009 and 2013-2018.


      Continuing Education: 2 CE

      ASPPA   CEBS   CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      Cost: $50 for members, $65 for non-members. 


      For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Marti Hack directly at webinars@westernpension.org.

      This webinar is brought to you by Sunwest Pensions




      • 12 Jun 2018
      • 10:00 AM - 12:00 PM (PDT)
      • ONLINE WEBINAR
      Register
      ONLINE WEBINAR: 
      403(b) Hot Topics
       (and that’s not an oxymoron)

      Tuesday, June 12, 2018  10:00 am - 12:00 pm PST


      In this webinar, we will cover the major developments altering the landscape of 403(b) plans in 2018, including the introduction of IRS pre-approved plan documents and the 403(b) fee litigation. We will also discuss the everyday operational issues that continue to crop up in 403(b) plan administration and some practical approaches to fixing them. This will include a discussion of when plans errors need to be corrected under EPCRS, and when they can be fixed painlessly under the remedial amendment period rules.  

      Specific topics will include:

      • Yes, 403(b) plans really are different from 401(k) plans
      • The new IRS pre-approved 403(b) plan documents:
        • Should my plan adopt one?
        • Considerations when switching to a pre-approved document
        • Using the remedial amendment period
      •  Common operational errors and how to fix them
      • Update on 403(b) plan fee litigation

        Our Speakers:

        Evan Giller, Attorney, Boutwell Fay, LLP

        Evan has worked in the field of employee benefits law and ERISA for over 25 years, specializing in the retirement and deferred compensation plans of tax-exempt organizations and governmental employers. He has extensive experience advising employers and plan service providers on a wide range of plan issues, including plan design, plan documents, operational issues, corrections and fiduciary responsibility, and has particular expertise regarding 403(b) and 457 plans. In addition, Evan’s practice includes advising financial institutions on issues relating to the design and regulation of annuity products, in particular annuities used to fund retirement plans. Evan attended Buffalo University Law School and was admitted to the Bar in 1979.


        Bob Toth, Law Offices of Robert J. Toth, Jr., has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob’s experience includes the design of multiple employer plans; implementing 403(b) programs under the new regulations; designing investment products for 401(k) plans; annuitization programs for defined contribution plans; advising on prohibited transactions issues related to retirement plan products and services and their distribution, development of open architecture programs for 403(b) plans and writing and implementing standards for fiduciary and advisory practices. Bob is a Fellow of American College of Employee Benefits Council, an Adjunct Professor at John Marshall School of Law’s Employee Benefits LLM Program; member of the Tax Facts Advisory Board;and is Co-Chair of the ASPPA Tax-Exempt/Government Plans government affairs subcommittee. He graduated from Wayne State University Law School in 1983, and from the University of Michigan in 1978.


        Continuing Ed:

        2 CE for AIF Certification 

        2 CE for ASPPA certifications

        2 CEC for NIPA certifications

        2 CPE for CEBS

        2 CE for JBEA

        2 hour MCLE for California attorneys

        2 hours for California CPAs

        2 hours for Certified Financial Planners  

        2 hour for ERPA and Enrolled Agents


        Cost: $50 for members, $65 for non-members. 
        AFTER JUNE 9  $75 for Members , $90 for Non-Members

        For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Marti Hack directly at webinars@westernpension.org.
        Thank you to the sponsor of this Webinar:



      Past events

      26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
      27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
      22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
      09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
      31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
      31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
      31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
      31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
      31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
      31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
      31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
      31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
      31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
      31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
      31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
      31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
      30 Mar 2017 Online Webinar: Improve Plan Results
      15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
      01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
      02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
      27 Oct 2016 Webinar - Top Ten Audit Deficiencies
      23 Aug 2016 Online Webinar: Save More Tomorrow
      17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
      04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
      21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
      23 Mar 2016 Online Webinar: Cybersecurity
      18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
      27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
      10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
      23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
      22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
      09 Jun 2015 Online Webinar: Health Plans and Beyond
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