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 to request this to mailto:office@westernpension.org

View the CE credits we offer here.

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:



        • 19 Jun 2018
        • 12:30 PM - 4:30 PM
        • SPUR Urban Center, San Francisco



        San Francisco Chapter Conference

      Past events

      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
      19 Apr 2018 San Francisco Chapter - April Meeting
      19 Apr 2018 Orange County Breakfast Forum: A Deep Dive into new Section 199A
      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: 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
      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 Denver - Economic Update
      18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
      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 - Silicon Valley Fall Conference Gearing Up for 2015
      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
      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 Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures
      12 Nov 2013 Denver - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
      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."
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