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WeSTERN PENSION & BENEFITS COUNCIL

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

Events

We display all Western Pension & Benefits Council Events on this page. Registration for individual chapters can be found by following the link for registration provided. Please check with each chapter regarding their individual refund policies for events.

Western Pension & Benefits Council Governing Board Only Events refund policy

If a cancellation occurs at least 24 hours prior to the event, the attendee may allocate this registration to another upcoming event. Please send an email request to: office@westernpension.org

Continuing Education Credits:
View the CE credits we offer here.

Upcoming events

    • 27 Mar 2024
    • 1:00 PM - 2:40 PM (PDT)
    • ONLINE WEBINAR
    Register
    • The Governing Board of Western Pension & Benefits Council invites you to the attend the following webinar:

    The Value of Nonqualified Deferred Compensation Plans 

    Marc Fosse, Partner, Seyfarth Shaw LLP

    Bruce J. McNeil, Partner, Leech Tishman


    Wednesday, March 27, 2024 

    1:00 PM to 2:40 PM PDT (100 Minutes)


    Early Bird Pricing (through March 18)
    $65 for members / $90 for non-members  

    Regular Pricing 
    $90 for members / $115 for non-members   

    Continuing Education Credits Available!

    Presentation Description

    In this presentation, "The Value of Nonqualified Deferred Compensation Plans," our speakers will delve into these plans. Exploring requirements for and the objectives of a nonqualified deferred compensation plan, the advantages of such a plan for incentive compensation, separation agreements and retirement benefits, and the application of and exemptions from ERISA for “top hat” plans. Delving deeper, our speakers will navigate through the application of ERISA preemption of state laws, the “funding” of the benefits payable under such a plan, and the taxation of the benefits.

    Learning Objectives: 

    • How to design a nonqualified deferred compensation plan
    • The requirements to comply with section 409A of the Internal Revenue Code and the penalties imposed by section 409A for noncompliance
    • When does ERISA apply to nonqualified deferred compensation plans and the pros and cons
    • How to “fund” the benefits payable under the plan
    • How the benefits are taxable when paid

    Marc Fosse 

    Marc works with publicly traded, private, nonprofit, and government clients in the design, implementation, and operation of domestic and international executive nonqualified and supplemental deferred compensation plans, as well as equity-based and other long-term incentive compensation arrangements. Marc regularly assists clients in drafting and negotiating executive employment, retention, change in control, and severance agreements. He advises clients on handling employee benefit matters in corporate mergers, acquisitions, divestitures, initial public offerings, and other corporate transactions. Because of his depth of experience in executive compensation matters, he is frequently retained to assist organizations in finding practical solutions or corrections for high-value potential failures to comply with tax rules.

    He is co-author of the treatise “Executive Compensation for Emerging Growth Companies” (4th edition) which is updated annually and published by Thomson Reuters.  The treatise not only analyzes the corporate, tax, and securities laws for executive compensation, it also includes over forty form agreements, plans, resolutions and prospectuses for addressing an entity’s executive compensation needs from start up to its initial public offering, which are available on Westlaw.

    Marc is nationally recognized as an expert on executive compensation and is frequently asked to present on compensation and benefit issues by national and local industry associations. He has also been listed as a “Top-Rated Employee Benefits Attorney” in San Francisco by Super Lawyers (Thomson Reuters) since 2019.

    Bruce J. McNeil 

    Bruce J. McNeil represents clients in a wide range of employee benefit matters, including executive and deferred compensation arrangements and complex employee benefits litigation.

    Bruce is a Fellow of the American College of Employee Benefits Counsel and is considered one of the country's foremost authorities on executive and deferred compensation.

    Bruce regularly advises clients on a wide variety of issues with respect to tax-qualified retirement plans, including 40l(k) plans, 403(b) and 457 plans, nonqualified deferred compensation arrangements, equity arrangements, split-dollar life insurance arrangements, COLI, and other forms of executive compensation. Bruce counsels clients on all aspects of tax-qualified and executive and nonqualified deferred compensation plans and arrangements for taxable and tax-exempt employers, employee benefit issues in mergers and acquisitions, fiduciary responsibility, and prohibited transaction issues.

    Bruce also has experience in practicing before the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in examinations, correction programs, and ruling requests.

    Continuing Education

    • 2 hours CE for AIF (pending)
    • 2 hours ur CE for CEBS
    • 2 hours CE for CFP (pending)
    • 2 hours CE for ERPA
    • 2 hours CE for JBEA
    • 2 hours CE for ASPPA
    • 2 hours CPE for NIPA
    • 2 hours CE for CRPS
    • 2 hours CEP for California CPAs 
    • 1.5 hours of California MCLE 

    A Special Thank You to Our Sponsor


    Sincerely,

    Bridget Davidson 
    Webinar Coordinator | Western Pension & Benefits Council 
    (503) 866-6384 Mobile
    PO Box 2023 | Gresham, OR 97030 
    webinars@westernpension.org  |  www.westernpension.org

    Follow us on LinkedIn to stay up to date!

    • 26 Sep 2024
    • 27 Sep 2024
    • Mark Hopkins InterContinental
    Register

    2024 WESTERN BENEFITS CONFERENCE
    SEPTEMBER 26-27, 2024

     


    MARK HOPKINS INTERCONTINENTAL HOTEL

    SAN FRANCISCO

     

    The 2024 Western Benefits Conference will be hosted on Thursday, September 26 - Friday, September 27, 2024, at the historic Mark Hopkins InterContinental Hotel in San Francisco.

    Room rate is $269/night plus taxes. 

    More details on program, registration, and sponsorships are coming soon!

    Want to block out the dates on your calendar? Here's a meeting invite that you can download and add to your calendar - Calendar Invite


Past events

28 Feb 2024 Long-Term Part-Time (LTPT) Employee Regulations Finally, answer to your questions!
31 Jan 2024 M&A in Qualified Plans – Practical Planning to Avoid Pitfalls
14 Dec 2023 DOL Fiduciary Rule: Practical Implications for the Financial Services Community
15 Nov 2023 Considerations for Defined Contribution Plan Design
19 Oct 2023 2023 Western Benefits Conference
20 Sep 2023 Lessons Learned from ERISA Litigation: Do’s and Don’ts for Service Providers and Plan Sponsors
29 Aug 2023 Are You Ready for the 401(k) of the Future?
11 Jul 2023 Recorded Webinar: Let’s Have Some Ethical Fun!
11 Jul 2023 Recorded Webinar: ESOPs: A Different Way of Selling to a 3rd Party
11 Jul 2023 Recorded Webinar: Two topics – one Webcast: Mechanics of Nondiscrimination Testing and Mergers and Acquisitions
11 Jul 2023 Recorded Webinar: Common Qualified Plan Errors and Suggested Correction Methods
11 Jul 2023 Recorded Webinar: New Year Tidings for 403(b) Plans (Including Impact of SECURE 2.0)
27 Jun 2023 Let’s Have Some Ethical Fun!
02 May 2023 ESOPs: A Different Way of Selling to a 3rd Party
28 Mar 2023 Two topics – one Webcast: Mechanics of Nondiscrimination Testing and Mergers and Acquisitions
22 Feb 2023 Common Qualified Plan Errors and Suggested Correction Methods
17 Jan 2023 New Year Tidings for 403(b) Plans (Including Impact of SECURE 2.0)
08 Dec 2022 Post-Election Legislative and Regulatory Update
01 Nov 2022 Recorded Webinar: Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate
01 Nov 2022 Recorded Webinar: Employer Sponsored Health Plans After the Dobbs Decision – the Latest
01 Nov 2022 Recorded Webinar: Top 10 Compliance Issues for DC Plans...Cycle 3 and a Look Ahead
01 Nov 2022 Recorded Webinar: Ethics – A Practical Approach
01 Nov 2022 Recorded Webinar: Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets
01 Nov 2022 Recorded Webinar: Changing Audit Standards for Employee Benefit Plan Audits
25 Oct 2022 Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate
15 Sep 2022 Employer Sponsored Health Plans After the Dobbs Decision – the Latest
17 Aug 2022 Top 10 Compliance Issues for DC Plans...Cycle 3 and a Look Ahead
19 Jul 2022 Ethics – A Practical Approach
18 May 2022 Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets
22 Apr 2022 Changing Audit Standards for Employee Benefit Plan Audits
17 Mar 2022 Monday Morning For Markets
16 Feb 2022 Coverage: Related Employers, Mergers and Acquisitions
27 Jan 2022 Post Year-end Plan Adoption; Funding update after the American Rescue Plan
06 Dec 2021 Recorded Webinar: Outlook for Retirement Legislation in the 117th Congress: Budget Reconciliation Bill and SECURE 2.0
06 Dec 2021 Recorded Webinar: The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations
06 Dec 2021 Recorded Webinar Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance
06 Dec 2021 Recorded Webinar Retirement Income: The Pension Plan of the Future
16 Nov 2021 Outlook for Retirement Legislation in the 117th Congress: Budget Reconciliation Bill and SECURE 2.0
27 Oct 2021 The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations
29 Sep 2021 Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance
24 Aug 2021 Retirement Income: The Pension Plan of the Future
16 Jul 2021 Recorded Webinar: Correcting Elective Deferral Failures: who, what, when, where and why?
16 Jul 2021 Recorded Webinar: 401(k) Testing Techniques: before, during and after
16 Jul 2021 Recorded Webinar: ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
16 Jul 2021 Recorded Webinar: Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
16 Jul 2021 Recorded Webinar: A Detailed Dive into Qualified Domestic Relations Orders
16 Jul 2021 Recorded Webinar: Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
24 Jun 2021 Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
25 May 2021 A Detailed Dive into Qualified Domestic Relations Orders
18 May 2021 Portland Chapter Virtual Meeting - Anticipating the Unexpected
06 May 2021 Seattle Chapter - Quarterly Meeting
22 Apr 2021 Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
22 Apr 2021 Orange County Chapter - 2021 is Bringing More Change than We Expected: What You Need to Know about What’s Going on in Washington DC
21 Apr 2021 San Francisco Chapter - JP Morgan Guide to Retirement
20 Apr 2021 Portland Chapter Virtual Meeting - 2021 Outlook
13 Apr 2021 Denver Chapter - Economic Update
08 Apr 2021 Phoenix Chapter - 2021 People Management Trends - What to Expect and Your Questions Asked
31 Mar 2021 Portland Chapter - Professional Ethics: Using Ethical Practices as a Business Building Strategy
30 Mar 2021 ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
25 Mar 2021 San Francisco Chapter - Voya - Helping diverse communities during COVID
24 Mar 2021 Sacramento Chapter Webinar - 2021 Annual Legislative & Regulatory Update PART 2
19 Mar 2021 Salt Lake City Chapter - 2021 Legal Update
18 Mar 2021 Orange County Chapter - Recommendations for Plan Sponsors, Fiduciaries, and Service Providers From a Plaintiff’s Litigation Perspective
17 Mar 2021 Boise Chapter - ERISA Fiduciary Refresher and Update
17 Feb 2021 401(k) Testing Techniques: before, during and after
28 Jan 2021 Correcting Elective Deferral Failures: who, what, when, where and why?
26 Jan 2021 Annual ABC's of Pension Plans
07 Dec 2020 Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
07 Dec 2020 RECORDED WEBINAR: Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
20 Nov 2020 RECORDED OC Webinar: Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
20 Nov 2020 RECORDED OC Webinar: Challenges & Opportunities: Evaluating the impact of pending DOL regulations on you and your clients
19 Nov 2020 RECORDED OC Webinar: Retirement Policy in a Pandemic
12 Nov 2020 Phoenix Chapter - Impact of Employee Health on Business Success
09 Nov 2020 RECORDED Webinar: Spooky Documents - Defined Contribution Plan Restatements
09 Nov 2020 RECORDED Webinar: New Retirement Plan Designs as a Result of the SECURE Act
09 Nov 2020 RECORDED Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
29 Oct 2020 ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
08 Oct 2020 Phoenix Chapter - Electronic Delivery of ERISA’s Participant Disclosures
24 Sep 2020 ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
17 Sep 2020 Orange County Chapter Webinar: Retirement Policy in a Pandemic
16 Sep 2020 Boise Chapter - How to Keep Your Plan Healthy in the Age of COVID-19
27 Aug 2020 ONLINE Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
06 Aug 2020 ONLINE Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
01 Jul 2020 RECORDED Webinar: More Strange but True Tales of 403(b) Plans
01 Jul 2020 RECORDED Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
25 Jun 2020 ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
04 Jun 2020 RECORDED PORT Webinar - Major Economic Headlines from 1Q 2020
28 May 2020 ONLINE Webinar: More Strange but True Tales of 403(b) Plans
30 Apr 2020 RECORDED OC -Best Practices for Changing Recordkeepers
30 Apr 2020 RECORDED DEN Webinar - The CARES Act- What You Need to Know About Retirement Plan Provisions
29 Apr 2020 Recorded WEBINAR: Deep Dive on RMDs
29 Apr 2020 RECORDED WEBINAR: ERISA Litigation Recent Hot Issues
29 Apr 2020 RECORDED SAC Webinar - Greater Tax Deferral Using Cash Balance Plans
26 Apr 2020 RECORDED WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
26 Apr 2020 RECORDED OC Webinar: Share Class Wars
22 Apr 2020 Sacramento Chapter Webinar - Greater Tax Deferral Using Cash Balance Plans
22 Apr 2020 RECORDED SD Webinar: Recent Developments
21 Apr 2020 RECORDED Webinar: COVID-19 - Helping Employees during the Pandemic
16 Apr 2020 Orange County Chapter Webinar: Share Class Wars
07 Apr 2020 ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
25 Mar 2020 Seattle Chapter - Quarterly Meeting
17 Mar 2020 ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
12 Mar 2020 Phoenix Chapter - Alternative Assets Held Within Qualified Plans
11 Mar 2020 Portland Chapter - Legislative Update & Legal Update
10 Mar 2020 Denver Chapter - Health and Welfare Update
25 Feb 2020 ONLINE WEBINAR: Deep Dive on RMDs
13 Feb 2020 Phoenix Chapter - How to Conduct an RFP for a Benefit Plan
11 Feb 2020 Denver Chapter - Economic Update
06 Feb 2020 Portland Chapter - The SECURE Act: Opening a Christmas Gift from Congress
22 Jan 2020 Seattle Chapter - Quarterly Meeting
22 Jan 2020 ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
21 Jan 2020 Boise Chapter - Capital Markets Update
16 Jan 2020 Portland Chapter - Defined Contribution ESG Panel
16 Jan 2020 Orange County: Retirement Plan Audits – Basics, Best Practices and Upcoming Changes
14 Jan 2020 Denver Chapter - Washington Shenanigans – A Look At Retirement Policy In DC
25 Nov 2019 RECORDED Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
24 Nov 2019 RECORDED Webinar:Ethics – The Fun Way!
21 Nov 2019 San Diego Chapter - Navigating the Distribution Correction Minefield
21 Nov 2019 Orange County: Navigating the Distribution Correction Minefield
19 Nov 2019 Portland Chapter - Half Day Retirement Seminar
19 Nov 2019 ONLINE Webinar:Ethics – The Fun Way!
14 Nov 2019 Seattle Chapter - Member Appreciation Event
14 Nov 2019 Phoenix Chapter - Distribution Dilemmas: Retirement Plan Hardships and Loans
13 Nov 2019 Sacramento Chapter - What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
13 Nov 2019 Denver Chapter - WP&BC/RMTRA: Learning & Libations
12 Nov 2019 San Francisco Chapter - CalSavers Retirement Plan
24 Oct 2019 RECORDED Webinar:Strange but True Tales of 403(b) Plans
03 Oct 2019 Portland Chapter - New Challenges for Plan Sponsors & Opportunities for Service Providers
01 Oct 2019 San Francisco Chapter - "Industry Networking" Membership Event
24 Sep 2019 ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
19 Sep 2019 Orange County: Update on ERISA litigation and Lessons Learned
12 Sep 2019 Phoenix Chapter - In the Blink of an Eye: Single Employer Plan to Multiple Employer Plan
12 Sep 2019 Denver Chapter - 2019 Denver Benefits Summit
10 Sep 2019 Portland Chapter - Member Appreciation Social and Wine Tasting Kick-Off
21 Aug 2019 ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
25 Jun 2019 RECORDED Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
25 Jun 2019 RECORDED Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
25 Jun 2019 RECORDED Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
25 Jun 2019 RECORDED Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
25 Jun 2019 RECORDED Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
25 Jun 2019 RECORDED Webinar:Mergers and Acquisitions: a Who’s the Employer Perspective.
14 May 2019 ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
28 Apr 2019 2019NAFE
25 Apr 2019 Portland Chapter - 2019 Spring Conference
23 Apr 2019 ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
09 Apr 2019 Denver Chapter - 2019 Legislative, Regulatory, and Litigation Outlook
04 Apr 2019 Seattle Chapter - Spring Seminar
28 Mar 2019 Phoenix Chapter - Workshop: Free Basics of ERISA Workshop
21 Mar 2019 Orange County: TARGET DATE FUNDS Where have we been, where are we now, where are we going…..
20 Mar 2019 ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
14 Mar 2019 Phoenix Chapter - Top 10 Employee Law Mistakes
12 Mar 2019 San Francisco Chapter - Economic Update
12 Mar 2019 Denver Chapter - Retirement Game-Changers
07 Mar 2019 Orange County Breakfast Forum: Navigating Pre-Approved Plan Documents
21 Feb 2019 Seattle Chapter - Quarterly Meeting
20 Feb 2019 ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
14 Feb 2019 Phoenix Chapter - What Ever Happened to that Plan with the Failure?
12 Feb 2019 Denver Chapter - 2019 Economic Update
07 Feb 2019 San Francisco Chapter - Legislative Update!
29 Jan 2019 ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
24 Jan 2019 Orange County Chapter: The 11th Annual ABCs of Pension Plans
17 Jan 2019 Orange County Breakfast Forum: Department of Labor Update - Keeping Current
16 Jan 2019 Portland Chapter - New Year Social & Wine Tasting
16 Jan 2019 San Diego Chapter - Department of Labor Update - Keeping Current
10 Jan 2019 Phoenix Chapter - What Lies Ahead for the US Economy?
08 Jan 2019 Denver Chapter - Post-Election Update: What Will Happen to Benefits?
31 Dec 2018 RECORDED Webinar: Safe Harbor 401(k) Plan Corrections - 2 CE
13 Dec 2018 Phoenix Chapter - Indexing: The Truth About Its Size and Impact presented by Brian J. Scott of Vanguard
13 Dec 2018 RECORDED Webinar: Ethics and Professional Responsibility - 2 CE
12 Dec 2018 Online Webinar: Ethics and Professional Responsibility - 2018
29 Nov 2018 Orange County Chapter: Legacy of the DOL Fiduciary Rule
29 Nov 2018 Denver Chapter - Specialty Session: Student Loan Repayment Benefit Features in 401(k) Plans
28 Nov 2018 Boise Chapter - Rethinking Retirement Plans - What's New, What Works & What You Should Know in Retirement Plan Design
18 Nov 2018 Recorded Webinar: Financing Health: Trends, Challenges and Opportunities - 1 CE
15 Nov 2018 Orange County Breakfast Forum: What You Need To Know To Insure Retirement Plan Risks: The Roles of Fiduciary Liability, Cyber, Crime & ERISA Bonds
14 Nov 2018 Seattle Chapter - Quarterly Meeting
14 Nov 2018 Phoenix Chapter - WP&BC Social Networking Event at Topgolf (Scottsdale)
14 Nov 2018 Portland Chapter - Half Day Retirement Conference
14 Nov 2018 Online Webinar: Financing Health: Trends, Challenges and Opportunities
14 Nov 2018 Portland Chapter - Half Day Health and Welfare Seminar
13 Nov 2018 Denver Chapter - Target Date Retirement Funds
08 Nov 2018 Recorded Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel - 1 CE
30 Oct 2018 Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
28 Oct 2018 RECORDED Webinar: An Update on ERISA Litigation - 2 CE
28 Oct 2018 RECORDED Webinar:RETIREMENT PLAN POLICY STATEMENTS - 1 CE
28 Oct 2018 RECORDED Webinar:403(b) Hot Topics (and that’s not an oxymoron) - 2 CE
28 Oct 2018 RECORDED Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms - 2 CE
28 Oct 2018 RECORDED Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan - 1 CE
28 Oct 2018 RECORDED Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans - 2 CE
11 Oct 2018 Phoenix Chapter - The Millennial Mindset: Understanding and Attracting the Next Generation presented by Dr. Nathan Harness professor at Texas A&M
10 Oct 2018 Portland Chapter - Investment Committee Best Practices
25 Sep 2018 San Francisco Chapter - "Industry Networking" Membership Event
20 Sep 2018 Orange County Breakfast Forum: Washington Update: Legal & Regulatory Update for Retirement Plan Professionals
18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
13 Sep 2018 Phoenix Chapter - Successful Wellness Programs: Defining Comprehensive Well-Being in the Workplace presented by Randy M. Miller of WHEN
11 Sep 2018 Denver Chapter - Don’t be the Weakest Link! Protect Benefit Plans from Risk of Cybersecurity Attacks
06 Sep 2018 Seattle Chapter - Quarterly Meeting
23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
18 Aug 2018 Orange County Breakfast Forum: Distributions Retirement Planning
19 Jun 2018 San Francisco Chapter Conference
12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
20 May 2018 2018 NIPA Annual Forum and Expo (2018 NAFE)
02 May 2018 Portland - Spring Seminar 2018
26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
26 Apr 2018 Denver Chapter - 2018 Denver Benefits Summit
20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
19 Apr 2018 San Francisco Chapter - April Meeting
12 Apr 2018 Phoenix Chapter - Member Appreciation Event: Reading the Minds of Your Clients with The Nonverbal Advantage & Emotional Intelligence
27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
21 Mar 2018 Sacramento Chapter - Disaster Relief and 5500 Changes
21 Mar 2018 Phoenix Chapter - FREE Basics of ERISA
16 Mar 2018 Salt Lake City Chapter - Dealing with IRS Exams and DOL Investigations
16 Mar 2018 San Diego Chapter - Breakfast with Benefits: Nightmare on TPA Street - Real Life EPCRS Case Studies You Just Can’t Make Up!
15 Mar 2018 Orange County Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!
13 Mar 2018 Denver Chapter - What’s New in Health Plan Compliance
12 Mar 2018 Portland Chapter - When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices
08 Mar 2018 Phoenix Chapter - Taking Good Care of the 401(k) Plan presented by T.J. Orr of Pinnacle Plan Design
07 Mar 2018 San Francisco Chapter - San Francisco Chapter Meeting: Legislative and Regulatory Update
28 Feb 2018 Orange County Technical Forum: RETIREMENT PLAN POLICY STATEMENTS
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 - Advanced Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
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: Negotiating Good Service Agreements
31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
16 Nov 2017 Orange County Breakfast Forum: See No Policy, Hear No Policy, Speak No Policy: Washington Retirement Update on Tax Reform, Fiduciary Rule, and Lawsuits
14 Nov 2017 Denver Chapter - Target Date Retirement Funds
02 Nov 2017 Phoenix Chapter - Behavioral Finance
01 Nov 2017 Sacramento Chapter - Retirement Plan Issues in Mergers and Acquisitions?
24 Oct 2017 Denver Chapter - Members Networking Event: ViewHouse
20 Oct 2017 Salt Lake City Chapter - The Modern Workplace: Attracting and Retaining Top Talent
19 Oct 2017 Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
18 Oct 2017 Portland Chapter - Update of the Healthcare Market in Oregon
17 Oct 2017 San Diego Chapter - Your 401(k) is NOT Okay: VCP Corrections for Incorrect Definition of Compensation and Other VCP Trends
12 Oct 2017 Phoenix Chapter - Designated Fiduciary Roles and How to Select and Monitor Providers
11 Oct 2017 San Francisco Chapter - The Convergence of Health and Wealth-Unlocking the Power of Health Savings
10 Oct 2017 Denver Chapter - Breaking Down Student Loan Benefits
15 May 2017 Phoenix Chapter - 2017 Spring Conference
20 Apr 2017 Denver Chapter - 2017 Denver Benefits Summit
30 Mar 2017 Online Webinar: Improve Plan Results
23 Mar 2017 Orange County Technical Lunch Forum: 403(b) Plans in 2017: Significant Issues and Trends
23 Mar 2017 Boise Chapter - Incentives: What Works and What Doesn’t
14 Mar 2017 Denver Chapter - DOL Fiduciary Rule
09 Mar 2017 Phoenix Chapter - 60 Days into Trump Admin: Why Immigration Executive Order is Important to Employers
21 Feb 2017 Orange County Technical Lunch Forum: Navigating the Form 5500 Nonsense
09 Feb 2017 Phoenix Chapter - Controlled Groups presented by David Schultz of FIS Relius
08 Feb 2017 Portland Chapter - What's New Out of Washington, D.C.
24 Jan 2017 Denver Chapter - Members-Only Specialty Session: Specialty Session: Taking A Closer Look at ESOPs
24 Jan 2017 Orange County Chapter: The 9th Annual ABCs of Pension Plans
21 Jan 2017 Seattle Chapter - February Meeting
20 Jan 2017 Salt Lake City Chapter - Will a Change in Presidents Mean Changes for Employee Benefits?
19 Jan 2017 San Francisco Chapter -2017 Legal and Legislative Update for Employee Benefit Plans
19 Jan 2017 Boise Chapter - Capital Markets Update: 2016 Review
19 Jan 2017 Orange County Breakfast Forum: What the DOL Expects of Auditors and What Can Go Wrong
17 Jan 2017 Seattle Chapter - Market/Economic Update
12 Jan 2017 Portland Chapter - New Year Social & Wine Tasting
12 Jan 2017 Phoenix Chapter - Economic Update
10 Jan 2017 Denver Chapter - WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
06 Dec 2016 Los Angeles Chapter - Common 401(k) Plan Errors
01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
17 Nov 2016 Orange County Breakfast Forum: Recognizing and Avoiding Pitfalls When Changing Record keepers
10 Nov 2016 San Francisco Chapter - "California Secure Choice" - California Retirement Savings Plan
09 Nov 2016 Portland Chapter - Half Day Retirement Conference
09 Nov 2016 Portland Chapter - Half Day Health and Welfare Conference
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
20 Oct 2016 Phoenix Chapter - Monthly Luncheon: Monthly Luncheon: Ten Years After
20 Oct 2016 Orange County Breakfast Forum: Mergers and Acquisition Issues - What Affect Does It Have on Your Clients?
18 Oct 2016 San Francisco Chapter - WP&BC SF "Field Trip" - Recology Tour of San Francisco
18 Oct 2016 Seattle Chapter - ACA - Reporting, Compliance and Helpful Tips for Year 2 and Beyond
12 Oct 2016 Portland Chapter - Financial Wellness
11 Oct 2016 Denver Chapter - The 401 on Fee Benchmarking and Retirement Readiness
23 Sep 2016 Los Angeles Chapter - Fall Conference - Let’s Make America Save Again
22 Sep 2016 Denver Chapter - Members Networking Event: Eddie Merlot's
23 Aug 2016 Online Webinar: Save More Tomorrow
19 May 2016 Phoenix Chapter - Member Appreciation Event: The Magic of Math
17 May 2016 San Diego Chapter - On Demand Seminar: Financial Statement Audits of Employee Benefit Plans: A Survival Guide
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?
28 Apr 2016 Orange County Technical Lunch Forum: Technical Lunch Forum: ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES – BUT WERE AFRAID TO ASK
28 Apr 2016 Phoenix - 2016 Spring Conference
28 Apr 2016 Denver Chapter - 2016 Denver Benefits Summit
21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
21 Apr 2016 Orange County Breakfast Forum: State-Sponsored Savings and Retirement Plans for Private Employers
19 Apr 2016 San Diego Chapter - April Lunch Meeting: Leaders Share Their Perspective
24 Mar 2016 On Demand Seminar: "Advocating for the Elderly: An Examination of Evolving Issues in Elder Care"
23 Mar 2016 Online Webinar: Cybersecurity
16 Mar 2016 Sacramento Chapter - Health Care Update
10 Mar 2016 Phoenix Chapter - Monthly Luncheon: Health and Welfare Plan Audits Conducted by the DOL presented by TBD DOL Employee
09 Mar 2016 Portland Chapter - Improving Retirement Readiness with Auto Enrollment and Escalation
08 Mar 2016 Denver Chapter - ERISA Litigation – A Plaintiff’s Perspective vs. a Defendant’s Perspective
04 Mar 2016 Portland - Spring Seminar 2016
18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
18 Feb 2016 Denver - Economic Update
18 Feb 2016 Orange County Breakfast Forum: DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products
27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
21 Jan 2016 San Francisco Chapter - Legislative Update
21 Jan 2016 Orange County: The 8th Annual ABCs of Pension Plans
14 Jan 2016 Orange County Breakfast Forum: Plan Audit Quality - Top DOL Initiative!
13 Jan 2016 Portland Chapter - The Secret to a Happier, More Productive Workplac
12 Jan 2016 Denver Chapter - Executive Compensation Trends in Public and Private Companies
10 Dec 2015 Portland Chapter - Network Event/Holiday Social
10 Dec 2015 Portland Chapter - Networking Event
10 Dec 2015 Phoenix Chapter - Yes, Virginia, there is a Cyber Clause! Data Privacy and Security Topics for Employee Benefit Plans
10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
09 Dec 2015 Boise Chapter - Getting Prepared For An Audit
08 Dec 2015 Denver Chapter - December Luncheon: Exposed: Tragedy and Triumph in Mountain Climbing
19 Nov 2015 Orange County Breakfast Forum: Best Behavioral Practices To Solve the DC Outcomes Crisis
18 Nov 2015 Sacramento Chapter - Compliance Panel
17 Nov 2015 Seattle Chapter - Revitalizing your benefit strategy – An innovation in retirement plan design
11 Nov 2015 Portland Chapter - Half Day Health, Welfare & Benefits Symposium
10 Nov 2015 San Francisco Chapter - Addressing Risk in Retirement Plans - Perspectives for Pension Plan Sponsors and 401(k) Plan Participants
10 Nov 2015 Denver Chapter - ACA — Employer Reporting
05 Nov 2015 Phoenix Chapter - Washington Update
05 Nov 2015 Boise Chapter - Culture From the "Gut"
03 Nov 2015 Portland Chapter - Half Day Health, Welfare & Benefits Symposium
23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
22 Oct 2015 San Diego Chapter - Mergers & Acquisitions and Multiple/Multi-Employer Plans
21 Oct 2015 Sacramento Chapter - Cash Balance Basics
21 Oct 2015 Portland Chapter - Affordable Care Act Update, Panel Discussion
20 Oct 2015 Seattle Chapter - October Meeting
23 Sep 2015 Phoenix Chapter - Seminar On Demand: Cash Balance Plans: Interest Crediting Rates Explained
23 Sep 2015 Los Angeles Chapter - Fall Conference - Be Informed, Be Strategic, and Be Connected
22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
17 Sep 2015 Denver Chapter - Members Networking Event: Eddie Merlot's
17 Sep 2015 Orange County Breakfast Forum: The Supreme Court’s Decision in Tibble v. Edison International
16 Sep 2015 Sacramento Chapter - Annual Social Event!
16 Sep 2015 Phoenix Chapter - Prohibited Transactions: Who, What, Why, & Why Not
15 Sep 2015 San Francisco Chapter - Chapter Meeting
15 Sep 2015 San Diego Chapter - Risk Management for Retirement Benefits Professionals
15 Sep 2015 Seattle - Congress and Employee Benefits Activity: Update and Outlook
08 Sep 2015 Denver Chapter - Ethics and Professionalism in Employee Benefits
25 Jun 2015 Denver Chapter: 1st Annual Members Only Signature Event: Networking Program and Rockies Game
09 Jun 2015 Online Webinar: Health Plans and Beyond
02 Jun 2015 San Francisco - Field Trip - Wells Fargo History Museum
20 May 2015 Online Webinar: ERISA in the Courts: Developments in Fiduciary Litigation
20 May 2015 2015 Capital Forum on Pensions
19 May 2015 Orange County Breakfast Forum: The New Proposed Fiduciary Conflict of Interest Rule - How Will It Affect Financial Advisors?
15 May 2015 Salt Lake City - 2015 Spring Seminar
14 May 2015 San Diego - Seminars on Demand: Ethics
13 May 2015 San Francisco - WP&BC San Francisco 2015 Spring Conference
29 Apr 2015 Online Webinar: Cybersecurity: Is Your Sensitive Data Protected?
22 Apr 2015 Seattle - The 2015 Spring Seminar! Thriving on Change
21 Apr 2015 San Diego - Does your Employee Benefit Plan benefit more Employees than you thought it did?
21 Apr 2015 Denver Chapter - 2015 Denver Benefits Summit
16 Apr 2015 Orange County Breakfast Forum: IRS's Voluntary Closing Agreement Program -- When EPCRS Just Isn't Good Enough
01 Apr 2015 Fiduciary Education with with the Department of Labor (DOL)
25 Mar 2015 San Francisco - SILICON VALLEY SPRING CONFERENCE
19 Mar 2015 San Francisco - Chapter Meeting
19 Mar 2015 Orange County Breakfast Forum: ERISA Litigation Update 2015 - Order in the Court!
18 Mar 2015 Online Webinar: Voluntary Fiduciary Correction Program (VFCP) with the DOL
17 Mar 2015 Seattle - The Interaction of Employer-Provided Health Plans with Marketplace Coverage, COBRA and Medicare
11 Mar 2015 Portland - Regulatory Update - DC, DB & HW Plans
11 Mar 2015 Phoenix - Seminar On Demand: Washington Update: "What You Need to Know"
10 Mar 2015 Denver - Winning Strategies for Collecting Social Security Benefits
06 Mar 2015 Orange County Technical Lunch Forum: FEE DISCLOSURE: Issues, Solutions & Opportunities
02 Mar 2015 Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
25 Feb 2015 San Francisco - Field Trip - Wells Fargo History Museum
25 Feb 2015 Fiduciary Education with the Department of Labor (DOL)
17 Feb 2015 San Diego - Health & Welfare
17 Feb 2015 Seattle - Monthly Meeting
12 Feb 2015 Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
10 Feb 2015 Denver - Economic Update
05 Feb 2015 Phoenix - Economic Update presented by Dean Martin
04 Feb 2015 Online Webinar: Nondiscrimination Testing in DC Plans – Beyond the Basics
28 Jan 2015 Portland - Retirement Plan Symposium
21 Jan 2015 Los Angeles - How to Position Your Benefit Plans in 2015
20 Jan 2015 San Diego - January Lunch Meeting: ERISA Litigation & Washington Update
20 Jan 2015 Orange County Breakfast Forum: Avoiding Common Pitfalls in the Plan Restatement Process
20 Jan 2015 Seattle - Monthly Meeting
15 Jan 2015 Orange County: The 7th Annual ABCs of Pension Plans
14 Jan 2015 San Francisco - Chapter Meeting
14 Jan 2015 Boise - Capital Markets Update: 2014 Review
14 Jan 2015 Portland - Retirement Plan Symposium
14 Jan 2015 Sacramento - Health Care Reform Update
13 Jan 2015 Denver - Employee Benefit Issues in Mergers & Acquisitions
08 Jan 2015 Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
10 Dec 2014 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
09 Dec 2014 Denver - December Luncheon: A Celebration of 50 Years of Colorado Wilderness
21 Nov 2014 Salt Lake City - Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
20 Nov 2014 Orange County Breakfast Forum: Excessive Fee Litigation - From the Plaintiff's Point of View
20 Nov 2014 Seattle - Monthly Meeting
19 Nov 2014 Denver - Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues
19 Nov 2014 Boise - An Employer's Guide to Same-Sex Marriage
18 Nov 2014 San Diego - November Lunch Meeting: Come out and hear what's new with the IRS
18 Nov 2014 Los Angeles - Internal Controls, Best Practices for the Plan Committee and Top Audit Issues
18 Nov 2014 Seattle - Monthly Meeting
18 Nov 2014 Seattle - Monthly Meeting
18 Nov 2014 Phoenix - Seminar On Demand: Recently Passed Defined Benefit Regulations and the Impact on Cash Balance Plans
13 Nov 2014 Online Webinar: The Current State of the LTCi Industry
12 Nov 2014 Portland - Affordable Care Act Update, presented by Christine Moehl
11 Nov 2014 Denver - An Analysis of Investor Behavior
06 Nov 2014 Phoenix - Monthly Luncheon - Benefits and ERISA: Washington Update presented by Ron Triche, Director of Government Affairs for ASPPA
05 Nov 2014 Sacramento - Will the DOL be Knocking at YOUR Client’s Door?
05 Nov 2014 San Francisco - Industry Perspectives: A Discussion with Service Providers
29 Oct 2014 Online Webinar: Roth Accounts and Conversions - Trick or Treat?
23 Oct 2014 San Diego - Greater Tax Savings Using Cash Balance Plans
21 Oct 2014 Seattle - Monthly Meeting
16 Oct 2014 Orange County Breakfast Forum: Benchmarking Service Provider Fees and Services
14 Oct 2014 Denver - Practical PPACA
02 Oct 2014 Phoenix - Monthly Luncheon - What Employers and Advisors need to know NOW about Health Care Reform
30 Sep 2014 Seattle - Member Appreciation Networking Event
25 Sep 2014 Sacramento - Kickoff Social Event!
19 Sep 2014 Salt Lake City - Lunch Meeting: Legal Update: You Can’t Do That Anymore
18 Sep 2014 San Diego - From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs
18 Sep 2014 Boise - The Dogged Dogmas: Five Common Management Practices Dispelled by New Research
18 Sep 2014 Orange County Breakfast Forum: Washington Update: Legislation and Regulation Changes in Retirement Plans
16 Sep 2014 San Francisco - McNuggets: A Quick Glance at Voluntary Correction Programs (VCPs); Next Generation Communications; and Recent Happenings with the IRS and DOL
16 Sep 2014 San Francisco - Silicon Valley Fall Conference Gearing Up for 2015
27 Jul 2014 2014 Western Benefits Conference
15 May 2014 Orange County Breakfast Forum: Breakfast Forum: Fiduciary Definition Guidance
13 May 2014 Denver - Maximizing Employer Contributions – Cash Balance and Other Defined Benefit Plan Designs
13 May 2014 Boise - 2nd Annual WP&BC Boise Spring Seminar
06 May 2014 Portland - Spring Seminar - Going for Gold
30 Apr 2014 Online Webinar: IRS Webinar for Retirement Plans
25 Apr 2014 San Francisco - WP&BC SF "Field Trip" Peet's Coffee & Tea Emeryville
23 Apr 2014 Portland - Member Appreciation Night
23 Apr 2014 Seattle - Spring Seminar! Benefits Journey: Fundamentals to Expertise
22 Apr 2014 San Diego - April Lunch Meeting: Washington Update
22 Apr 2014 WP&BC Denver Chapter - 2014 Denver Benefits Summit
17 Apr 2014 Phoenix - Monthly Luncheon: Driving Smarter Participant Decisions presented by Stuart L. Ritter, Senior Financial Planner of T. Rowe Price Associates, Inc.
17 Apr 2014 Orange County Breakfast Forum: Avoiding Common Audit Pitfalls
07 Apr 2014 San Francisco - Chapter Meeting with The Commonwealth Club
25 Mar 2014 Online Webinar: Behavioral Perspectives in Plan Design Consultation: Change the Retirement Futures of Employees & Help Plan Sponsors Pass Their Tests!
20 Mar 2014 Phoenix - Current Issues for Retirement Plan, Plan Sponsor Views and Expecteed Action in 2014" presented by Thomas A. Swain of BPS&M, LLC
11 Mar 2014 San Francisco - McNuggets: Several Current Topics to be Presented
11 Mar 2014 Denver - Executive Compensation: Nonqualified Plans and Incentive Arrangements
21 Feb 2014 Salt Lake City - Ethical Leadership
20 Feb 2014 Phoenix - Monthly Luncheon: Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
20 Feb 2014 Orange County Breakfast Forum: ERISA Litigation
18 Feb 2014 San Diego - February Lunch Meeting: Surviving DOL Service Provider Investigations
11 Feb 2014 Denver - 2014 Economic Update
05 Feb 2014 Orange County: Technical Lunch Forum: ASPPA Regional Conference Roundtable
30 Jan 2014 Sacramento - An Update on Health Care Reform: Strategies for Compliance!
28 Jan 2014 Denver - Speciality Session: In-plan Roth Rollovers and Transfers
22 Jan 2014 San Francisco - Washington & Regulatory Update
21 Jan 2014 San Diego - Ethics
21 Jan 2014 Orange County Breakfast Forum: DOL Confidential
21 Jan 2014 Seattle - Monthly Meeting - Empowering Employees to Shop for Healthcare Services
14 Jan 2014 Phoenix - Economic Update
14 Jan 2014 Denver - The Great Target Date Debate – To Versus Through Philosophies
18 Dec 2013 ONLINE WEBINAR: Ethical Issues for Practitioners
12 Dec 2013 Phoenix - Hiring, Firing and Monitoring 401(k) Service Providers
11 Dec 2013 Portland -Brown Bag Session: Current Developments in Pension & Benefits
11 Dec 2013 San Diego - Seminar on Demand: DB/DC Plan Design and Compliance
10 Dec 2013 Denver - Don’t Wait Until Retirement to Live a Life of Interest
21 Nov 2013 Phoenix - Benefits and ERISA: Washington Update
21 Nov 2013 Orange County - Breakfast Forum: Target Date Fund Guidance
19 Nov 2013 San Diego - ERISA Litigation
19 Nov 2013 ONLINE WEBINAR: THE IMPACT OF DOMA
19 Nov 2013 Seattle - Monthly Meeting - Making ACOs work for large employers
15 Nov 2013 Salt Lake City - Tales From the 403(b) Battlefield
13 Nov 2013 Orange County: Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks
13 Nov 2013 Portland - Pension & Retirement Symposium
12 Nov 2013 San Francisco - Health & Welfare Benefits: PPACA Panel Discussion
12 Nov 2013 Denver - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
12 Nov 2013 Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures
05 Nov 2013 ONLINE WEBINAR: DOL Investigation Triggers and Targeting Techniques
04 Nov 2013 Portland - Heath, Welfare And Benefits Emphasis
22 Oct 2013 San Diego - October Lunch Meeting: Economic Update
17 Oct 2013 Phoenix - DOL Confidential - Understanding Retirement Plan Investigations
17 Oct 2013 Orange County Breakfast Forum: Breakfast Forum: EPCRS Corrections Workshop
09 Oct 2013 Portland - Brown Bag Session on Actuarial Topic
02 Oct 2013 San Francisco - Chapter Meeting
24 Sep 2013 Boise - Overview of the Voluntary Fiduciary Compliance Program (VFCP)
20 Sep 2013 Salt Lake City- Chapter Meeting
19 Sep 2013 Phoenix - A Dozen Different Distractions
18 Sep 2013 Orange County Breakfast Forum: Legislative and Regulatory Update with Stephen Forbes
17 Sep 2013 San Diego - DOMA Decision Details, Directives, and Discussion
17 Sep 2013 SEATTLE - Monthly Meeting - Gamechange 2014: Preparing Your Health Plans for 2014
10 Sep 2013 Denver - Chapter Meeting Lunch
19 Jun 2013 Sacramento - 2013 Capital Forum on Pensions
23 May 2013 Phoenix - Member Appreciation Event
23 May 2013 Orange County - Breakfast Forum
21 May 2013 Seattle - Monthly Meeting
17 May 2013 Salt Lake City - Spring Seminar
14 May 2013 Denver - Chapter Meeting Lunch
09 May 2013 Phoenix - 2013 Spring Conference
08 May 2013 Orange County - Webinar: Circular 230 Overviews
01 May 2013 Portland-Spring Seminar-The Perfect Storm is Upon Us
23 Apr 2013 Seattle - The 2013 Spring Seminar
23 Apr 2013 Denver - ERISA Update
18 Apr 2013 Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
18 Apr 2013 Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
18 Apr 2013 Orange County - Breakfast Forum - Participant Behavior and What It Means to Maximizing Retirement
16 Apr 2013 San Diego - April Lunch Meeting
28 Mar 2013 San Diego - Webinar: Multiple Employer Plans
21 Mar 2013 Phoenix - EPCRS Panel Discussion
21 Mar 2013 Orange County - ERISA Litigation Update 2012/2013
20 Mar 2013 Portland-Post-Reform Healthcare Systems: Corporate and Private Exchange Options
20 Mar 2013 ONLINE WEBINAR: Prescription Drug Management (PBM) Transparency: Fact or Fiction?
19 Mar 2013 Seattle - Private Exchanges: Two Leading and Innovative Approaches
15 Mar 2013 Salt Lake City- Chapter Meeting
13 Mar 2013 San Francisco - Pension Nuggets: A Quick Glance at Risk, Inflation & Audits
12 Mar 2013 Denver - Chapter Meeting Lunch
21 Feb 2013 Orange County-New EPCRS Procedures
19 Feb 2013 San Diego-February Lunch Meeting-ERISA Litigation Update
15 Feb 2013 Salt Lake City-Chapter Meeting
13 Feb 2013 DENVER-Chapter Meeting Lunch
13 Feb 2013 Portland-Target Date Funds
12 Feb 2013 SEATTLE-Monthly Meeting
05 Feb 2013 Orange County-Technical Lunch Forum
29 Jan 2013 Orange County-Breakfast Forum
23 Jan 2013 ONLINE WEBINAR- Cross-Testing with Charles Lockwood of ACSi-NIPA & ASPPA CEU's Available!
18 Jan 2013 Salt Lake City-Chapter Meeting
17 Jan 2013 PHOENIX-Monthly Luncheon- "Economic Update" presented by Jim Rounds of Elliott D. Pollack and Company
16 Jan 2013 Boise-2012 Market Overview
16 Jan 2013 Sacramento-Health Care Reform, Post Election Impacts
15 Jan 2013 San Diego-January Lunch Meeting
15 Jan 2013 SEATTLE-Monthly Meeting
09 Jan 2013 Portland-The Language of Fees
09 Jan 2013 DENVER-Chapter Meeting Lunch
09 Jan 2013 Orange County-Full Day Seminar-The ABC's of Pension Law
13 Dec 2012 Boise-Sophisticated Investments in a 401(k) Plan
12 Dec 2012 PHOENIX-A Peek inside; Participant behavior and what it means to maximize retirement.
12 Dec 2012 Portland-Post-Election Positioning in the Economy and Markets
11 Dec 2012 DENVER-Lunch Meeting-Under the Influence of Stress
27 Nov 2012 SEATTLE-Monthly Meeting-Income For Life: Hyperbole, Realities, Hopes and Outcomes
15 Nov 2012 Orange County-Breakfast Forum-TBA
14 Nov 2012 San Francisco-An Emerging Concern: CyberCrime and the Employee Retirement Plan
14 Nov 2012 ONLINE WEBINAR-Fee Disclosures...Now What? with James C. Paul, J.D., NIPA & ASPPA CEU's Available!
14 Nov 2012 Portland- Prescription Drug Management (PBM) Transparency: Fact or Fiction?
19 Oct 2012 Salt Lake City-Things I Know Now As A Lawyer ... That I Wish I Knew Then As An Administrator
18 Oct 2012 Orange County-Breakfast Forum: Service Provider and Participant Fee Disclosures
17 Oct 2012 Sacramento-When Do Retirement Plan Investments Generate Taxable Income? Avoiding Unpleasant Surprises.
16 Oct 2012 San Diego-Economic Outlook and the Impact of the Upcoming Presidential Election.
16 Oct 2012 SEATTLE-Reforming Company Health with Consumerism and Health Management
10 Oct 2012 Portland- Five Tips to Survive the Overwired World
09 Oct 2012 Boise-Group Benefits Collide with Timeless Motivational Theories
27 Sep 2012 DENVER-Annual Networking Event
27 Sep 2012 DENVER-"Employer Group Health Care for 2013 and Beyond."
Please feel free to reach out to WP&BC with any questions.

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