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

    • 29 Jun 2017
    • 9:00 AM - 10:00 AM (PDT)
    • ONLINE WEBINAR

    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • Online Webinar
      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
      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
      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

18 May 2017 Defined Contribution Compliance Reboot
15 May 2017 Phoenix Chapter - 2017 Spring Conference
11 May 2017 DB/DC Update on New Regulations opens Retirement Plan Innovation
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
16 Mar 2017 Orange County Breakfast Forum: Social Security: Benefits, Deficits and Beyond
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
23 Feb 2017 Online Webinar: Negotiating Good Service Agreements
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
20 Jan 2016 Sacramento Chapter - Annual Legislative and Regulatory Update
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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