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

Learn more about the CE credits we offer here.


WEBINAR PRICING

 

MEMBERS:

$50.00 1 Hour Webinars

$75.00 2 Hour Webinars

 

NON-MEMBERS

$65.00 1 Hour Webinars

$90.00 2 Hour Webinars

 

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


NOT A MEMBER YET?


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


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


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


BECOME A MEMBER!

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Our Webinars are brought to you by:


             


         

Our Webinars are brought to you by:


             

Upcoming events

    • 23 Apr 2020
    • 10:00 AM - 11:40 AM (PDT)
    • ONLINE WEBINAR
    Register
    ONLINE WEBINAR: 


    More Strange but True Tales of 403(b) Plans -

     

    What Makes Them Different



     The Presentation: 

    This is Part II of last fall’s 403(b) plan webinar that explored how 403(b) plans are different from 401(k) plans. We will continue looking at the little noticed minutiae of the 403(b) rules, which often are responsible for causing the situations that are the most difficult to resolve.  Our two well-traveled 403(b) aficionados are joined by another highly experienced practitioner in this area, and they will continue to detail some of the most common quirks in the 403(b) rules that hamper effective plan administration and create unexpected issues. In addition to looking at the key technical differences between 403(b) and 401(k) plans, they will also discuss the impact of the SECURE Act on 403(b) plans and developments in 403(b) plan litigation. Missed Part I? Don’t worry – it’s not a prerequisite for Part II. They’ll get you caught up.

    •  403(b) rules
    • Identify unusual document drafting issues for which sponsors should be aware
    • Identify unresolved regulatory issues and filing issues.
    • Impact of the SECURE Act on 403(b) plans

      Our Speakers: 

      Evan Giller, JD, Boutwell Fay, LLP

      Evan Giller 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 retirement 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.


      Robert Toth, JD, Toth Law and Consulting 

      Robert 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.


      Ann Jonas, JD, Vice President and Associate General Counsel, Fidelity Investments

      For over 20 years Ann Jonas has worked for Fidelity Investments focusing on ERISA and employee benefits law, investment law, tax law and insurance law. Ann's early training was that of a CPA with an emphasis on federal and state income taxes for corporations and individuals. Ann graduated from Harvard Law School, JD, Cum Laude and Georgetown University, BSBA, Magna Cum Laude.


      Continuing Education: 

      • 2 CE for AIF Certification (pending)
      • 2 CE for ASPPA certifications
      • 2 CEC for NIPA certifications
      • 2 CPE for CEBS
      • 1.75 hours MCLE for California attorneys
      • 2 hours for California CPAs
      • 2 CE for CFP (pending)
      • 2 CE for CRPS (pending)
      • 2 hour for ERPA and Enrolled Agents 
      • 2 CE JBEA certifications


        Early bird Cost: $65 for members, $90 for non-members. 


      A Special Thank You to Our Sponsors


         




    Past events

    17 Mar 2020 ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
    25 Feb 2020 ONLINE WEBINAR: Deep Dive on RMDs
    22 Jan 2020 ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
    19 Nov 2019 ONLINE Webinar:Ethics – The Fun Way!
    24 Sep 2019 ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
    21 Aug 2019 ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
    14 May 2019 ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
    23 Apr 2019 ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
    20 Mar 2019 ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
    20 Feb 2019 ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
    29 Jan 2019 ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
    12 Dec 2018 Online Webinar: Ethics and Professional Responsibility - 2018
    14 Nov 2018 Online Webinar: Financing Health: Trends, Challenges and Opportunities
    30 Oct 2018 Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
    18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
    23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
    12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
    26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
    20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
    27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
    22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
    09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
    31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
    31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
    31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
    31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
    31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
    31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
    31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
    31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
    31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
    31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
    31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
    31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
    30 Mar 2017 Online Webinar: Improve Plan Results
    15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
    01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
    02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
    27 Oct 2016 Webinar - Top Ten Audit Deficiencies
    23 Aug 2016 Online Webinar: Save More Tomorrow
    17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
    04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
    21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
    23 Mar 2016 Online Webinar: Cybersecurity
    18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
    27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
    10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
    23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
    22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
    09 Jun 2015 Online Webinar: Health Plans and Beyond
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