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 Kristen Sanchez 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

    • 14 Dec 2017
    • 10:00 AM - 12:00 PM (PST)
    • ONLINE WEBINAR
    Register
    ONLINE WEBINAR: 
    Ethics for TPAs and Other Professionals
    with Ilene H. Ferenczy

    Please join us for a timely webinar – Ethics for TPAs and Other Professionals - hosted by the Western Pension & Benefits Council Governing Board on Thursday, December 14th from 10:00am-12:00pm PST. This webinar will provide two Ethics CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs (CA and OR) and MCLE(CA).

    The Presentation
    Representation of employee benefit fiduciaries, sponsors, and plans presents an assortment of ethical issues for practitioners. 
    • How far is too far in helping a client weigh the costs and benefits of a certain course of action? 
    • Is it always appropriate to rely on client-provided information without asking questions? 
    • Can inaction in the face of questionable client conduct pose ethical concerns for practitioners
    During this informative webinar, our speaker, Ilene Ferenczy will present actual scenarios and provide insight into identifying the ethical considerations at play and arriving at an appropriate course of action.

    About Our Presenter

    Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, Georgia.  Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice.  She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators. Ms. Ferenczy is the 2007 recipient of ASPPA's Educator of the Year Award, and the 2017 recipient of the National Institute of Pension Administrators' (NIPA's) Educator of the Year Award.

    She is a nationally known speaker on benefits issues, and has authored more than 100 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), The 401(k) Advisor, and The ASPPA Journal (now The Plan Consultant).  Her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, is now in its 17th edition.  Ms. Ferenczy also authored three textbooks about defined contribution plans for ASPPA’s education and examination program, and was a prior author of The Plan Termination Answer Book.  In addition to being a frequent live presenter, she has also recorded numerous webcasts and other e-learning tools for several organizations.  Ms. Ferenczy is a former adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois.

    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 Kristen Sanchez directly at office@westernpension.org.



    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • Online Webinar
    Register
      PREVIOUSLY RECORDED WEBINAR

    Advanced Topics Pertaining to Qualified Domestic Relations Orders
    (The Dos and Don’ts of QDROs Part II)

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, APC, will host an advanced webinar on Qualified Domestic Relations Orders (“QDROs”). This advanced session will cover topics not previously discussed during her prior QDRO webinar held in November 2015. The discussion will be tailored toward advanced issues and safeguards for plan sponsors and service providers regarding the following topics:
    • Acceptable fees to charge at each stage of the QDRO process.
    • Whether qualifying a QDRO is a fiduciary act; suggested strategies for TPAs to limit liability.   
    • Proper handling of an objection to a QDRO already processed by the Plan Administrator.
    • Responding to an Alternate Payee’s request for information informally and by subpoena.
    • When to freeze benefit distributions from defined benefit plans.
    • What is the significance of receiving a “joinder” from the court?
    • Interpreting vague assignments in QDROs.
    • Litigation update in the area of QDROs.
    This webinar will provide one CE Unit for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA. We also offer a general certificate of attendance that can be used to obtain other credit not listed.
     
    About Our Presenter

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, practices in the areas of employee benefits and taxation, including Qualified Domestic Relations Orders (“QDROs”). Elizabeth advises divorcing spouses and family law attorneys with regard to the preparation of QDROs and she has been recognized as an expert in the areas of ERISA, taxation, and QDROs for purposes of providing expert testimony in family law cases in California. Elizabeth advises Plan Administrators and Third Party Plan Administrators regarding the best practices for reviewing, qualifying, and processing QDROs. Elizabeth also handles ERISA litigation pertaining to QDROs such as breach of fiduciary duty for the improper disqualification of a QDRO and benefit claims litigation on behalf of an alternate payee.

    Elizabeth earned a Bachelor of Arts in Mathematics and Bachelor of Arts in Economics from the University of California, San Diego. She attended law school at the University of San Diego, School of Law where she earned her J.D. and L.L.M, Master of Laws in Taxation.

    Elizabeth is a Certified Tax Law Specialist from the California Board of Legal Specialization. She is a member of Executive Committee of the Western Pension & Benefits Council, San Diego Chapter, and the Taxation Section of the San Diego County Bar Association.

     
    The webinar will provide one continuing education credit for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

    Members are $35, Nonmembers are $50.



    • 31 Dec 2017
    • 10:00 AM - 12:00 PM (PST)
    • ONLINE WEBINAR
    Register
      RECORDED WEBINAR: 
    Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
    with Kevin Donovan

    Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors - was recorded by the Western Pension & Benefits Council Governing Board on Wednesday, January 25th from 10:00am-12:00pm PST. This webinar will provide two CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.


    Qualified plans must demonstrate “fairness” through compliance with the coverage tests of IRC §410(b) and the non-discrimination rules of IRC §401(a). This session will use case studies to illustrate proactive plan designs and testing approaches that lessen the chance of a failure. Alternative methods of testing will be illustrated as well as potential correction options. Attendees will learn about:

    •  Strategic plan designs and methods to detect and avoid compliance traps;
    •  Operational testing options (including plan aggregation and permissive dis-aggregation); and
    •  How to correct testing failures.

    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 Kristen Sanchez directly at office@westernpension.org.

    This webinar is brought to you by Pinnacle Plan Design, LLC.




    • 31 Dec 2017
    • 10:30 AM - 11:30 AM (PST)
    • Online Webinar
    Register
      PREVIOUSLY RECORDED WEBINAR

    The Dos and Don'ts of Qualified Domestic Relations Orders
     

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto,  will provide technical and practice guidance on the follow subjects related to Qualified Domestic Relations Orders:
    • Suggested steps to follow when qualifying a QDRO.
    • Suggested steps to follow when processing a QDRO.
    • Effective use of model QDROs by Plan Administrators.
    • Litigation updates in the area of QDROs.
    • Fiduciary duties applicable to QDROs.
    • Best practices for interpreting the dollar amount of assignments in QDROs.

    About Our Presenter

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, 
      practices in the areas of employee benefits and taxation, including Qualified Domestic Relations Orders (“QDROs”). Elizabeth advises divorcing spouses and family law attorneys with regard to the preparation of QDROs and she has been recognized as an expert in the areas of ERISA, taxation, and QDROs for purposes of providing expert testimony in family law cases in California. Elizabeth advises Plan Administrators and Third Party Plan Administrators regarding the best practices for reviewing, qualifying, and processing QDROs. Elizabeth also handles ERISA litigation pertaining to QDROs such as breach of fiduciary duty for the improper disqualification of a QDRO and benefit claims litigation on behalf of an alternate payee.

    Elizabeth earned a Bachelor of Arts in Mathematics and Bachelor of Arts in Economics from the University of California, San Diego. She attended law school at the University of San Diego, School of Law where she earned her J.D. and L.L.M, Master of Laws in Taxation.

    Elizabeth is a Certified Tax Law Specialist from the California Board of Legal Specialization. She is a member of Executive Committee of the Western Pension & Benefits Council, San Diego Chapter, and the Taxation Section of the San Diego County Bar Association.

     
    The webinar will provide continuing education credits for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

    Members are $35, Nonmembers are $50.



Past events

16 Nov 2017 Online Webinar: Introduction to Cash Balance Plans for Non-Actuaries
25 Oct 2017 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
19 Sep 2017 Online Webinar - Recovering Pension Overpayments - Navigating the Maze
29 Aug 2017 Online Webinar - THE COMPLEX WORLD OF REHIRES
29 Jun 2017 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
18 May 2017 Defined Contribution Compliance Reboot
11 May 2017 DB/DC Update on New Regulations opens Retirement Plan Innovation
30 Mar 2017 Online Webinar: Improve Plan Results
23 Feb 2017 Online Webinar: Negotiating Good Service Agreements
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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