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

$65 - $90 2 Hour Webinars

 

NON-MEMBERS

$65.00 1 Hour Webinars

$90.00 - $115 2 Hour Webinars

 

For groups of 4 or more please contact Bridget Davidson for discounted 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:


             


         

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Upcoming events

    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of WP&BC invites you to the following webinar:


    Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate


    Presented by:


    Michael Clark, FSA, CFA, EA 
    Managing Director, Agilis


    &


    Eric Paley

    Partner, Nixon Peabody


    Recorded on Tuesday, October 25, 2022


    Continuing Education Credits Available! 



     


    $65 for members
    $90 for non-members
     



    Presentation Description

    Pooled Employer 401(k) Plans became an option for plan sponsors on January 1, 2021 as a result of provisions in the SECURE Act. These arrangements allow plan sponsors to become a participating sponsor of an otherwise larger 401(k) plan. This webinar will go through the details of how Pooled Employer Plans are setup in terms of record keepers, investment options, administration, plan design, fees, and ultimately fiduciary risk and responsibility. We will also have a panel discussion with three Pooled Employer Plan Providers to compare and contrast the various options in the marketplace and to discuss what they are seeing from plan sponsors.  


    Attendees will gain an understanding of:

    • Pooled Employer Plan structures
    • the differences in Pooled Employer Plan offerings
    • the fiduciary implications of Pooled Employer Plans vs traditional 401(k) plans

    Speakers 

    Michael Clark and Erik Paley Along with a Panel of Providers from Aon, Newport, and Securian


    Michael Clark is a Managing Director and Consulting Actuary in Agilis’s Denver office. In his role he consults on all aspects of financial risk management for defined benefit plans as well as retiree medical plans and defined contribution plans. He also has led numerous clients through pension risk transfers as well as other complex, strategic pension projects. Michael leads River and Mercantile’s business in the West as well as Business Development for the US. Prior to joining River and Mercantile in 2013, Michael worked for Mercer as well as October Three. He is a Past President of the Conference of Consulting Actuaries and also participates in the leadership of the Western Pension & Benefits Council – Denver Chapter. Michael is a frequent speaker at industry and professional association conferences and has had several articles published in major trade magazines. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst charter holder, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Michael graduated magna cum laude from Brigham Young University with a BS in Statistics.


    Eric Paley is a partner with Nixon Peabody LLP where he leads the firm’s Employee Benefits and Executive Compensation team nationally. Eric focuses his practice on the law and regulations governing retirement plans (e.g., pension, profit-sharing, 401(k), and 403(b) plan compliance), welfare plans (e.g., group health plan, group insurance plan, cafeteria plan, HIPAA, and COBRA compliance), nonqualified deferred compensation plans and equity compensation plans. A significant portion of Eric’s practice also involves counseling retirement and welfare plan committees on their fiduciary responsibilities under ERISA. Eric has represented both publicly-traded and privately-held businesses in a variety of benefits matters. He also represents a large number of not-for-profit clients, such as multi-hospital health systems, colleges/universities, and internationally-recognized arts organizations and museums. Eric has a growing interest in the intersection between blockchain technology and the benefits industry.  Eric is a graduate of Cornell University’s College of Arts and Sciences and received his law degree, magna cum laude, from Syracuse University.


    Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 


    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!


    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of WP&BC Invites You to the Following Webinar:


    Employer Sponsored Health Plans After the Dobbs Decision - the Latest


    Presented by:

    Sherrie Boutwell Bonita Hatchett-Bodle

    Boutwell Fay LLP


    Recorded on Thursday, September 15, 2022


    Continuing Education Credits Available! 


     


    $65 for members

    $90 for non-members  



    Employer Sponsored Health Plans After the Dobbs Decision - the Latest

    The U.S. Supreme Court’s decision to overturn Roe v. Wade on June 24, 2022, has left many employers with questions about what this means for their employees and their employee benefit plans, including options for mitigating the impact on employees in states where medical care and benefits have been or will be immediately impacted. We will discuss the current thinking and latest developments in this rapidly developing area, including but not limited to: 


    1. The impact on existing health plans, both insured and self-insured; 
    2. Steps employers can take now to mitigate the impact of the Dobbs decision (such as paying for out-of-state travel); and
    3. Other recent developments such as recently introduced legislation; regulatory announcements, and recent post-Dobbs court decisions. 


    Sherrie Boutwell 

    Sherrie has focused for thirty years in the areas of employee benefits law and ERISA, with an emphasis on retirement and deferred compensation plans. She advises and counsels a broad range of clients, including employers, employees, plan fiduciaries, financial institutions, government agencies and trade associations, on a wide range of employee benefits matters. Sherrie has extensive experience and is a highly sought-after speaker, writer, and advisor on employee benefits topics. 



    Bonita Hatchett-Bodle 

    Bonita has 25 years of large law firm benefits practice with AmLaw 100 Law Firms, serving as ERISA and benefits counsel to national corporations, public sector entities, growth, and middle-market companies, jointly-trusteed funds, as well as entrepreneurs in every major industry group, including a national retailer, educational institutions, philanthropic organizations and individuals on employee benefits matters. 



    Continuing Education:

    • 2 CE for CEBS
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 


    A Special Thank You to Our Sponsor!



    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


    Top 10 Compliance Issues for DC Plans...Cycle 3 and a Look Ahead


    Presented by:

    Christine Richardson, Partner, Pillsbury

    &

    Mark Jones, Partner, Pillsbury



    Recorded on Wednesday, August 17, 2022


    Continuing Education Credits Available! 



     



    $65 for members, $90 for non-members 



    The Presentation


    Description:  As most plan sponsors know, the window (known as “Cycle 3”) for adopting restatements of pre-approved defined contribution plans closed on July 31, 2022.  Now that this period has closed, there are new laws to take into account, including the SECURE Act, the CARES Act and more recent legislation.  Employers and administrators have the opportunity to review their plans with fresh eyes to address any compliance failures and identify discretionary amendments that they may want to adopt.  This presentation will discuss common compliance errors identified during Cycle 3, how to correct them, practical suggestions to avoid their reoccurrence, and what discretionary amendments are available.  We will also discuss a new pilot program that the IRS announced giving employers an opportunity to self-correct failures of plans identified for audit without sanction.  Finally, we will preview changes in law that employers and administrators should know about.


    Learning objectives:

    • Identify common compliance errors noted in Cycle 3
    • Discuss how to identify and correct errors before audit
    • Strategize about discretionary plan amendments 
    • Mitigate risk by separating out fiduciary functions
    • Learn about recent changes to the IRS audit program
    • Preview potential changes in law that affect plan design and administration


    Our Speakers


    Christine L. Richardson

    Partner

    Pillsbury


    Christy Richardson focuses her practice on employee benefits and executive compensation, with an emphasis on mergers and acquisitions, retirement plans, and health and welfare benefit programs.


    Christy advises clients on all aspects of employee benefits, including drafting, designing and implementing, as well as handling operational, compliance and strategic planning considerations related to tax-qualified plans, such as 401(k) plans; non-qualified deferred compensation programs; health and welfare benefit plans encompassing wellness programs, reimbursement accounts (FSAs, HSAs and HRAs), severance programs, cafeteria plans; fringe benefit plans; bonus programs; and advice related to the Internal Revenue Code, ERISA, Affordable Care Act, WARN Act, HIPAA and COBRA compliance issues. Christy has extensive experience advising plan fiduciaries on their obligations, including establishing governance procedures, mitigating risks and participating in fiduciary committee meetings. Christy also frequently negotiates contractual arrangements to effectuate benefits arrangements with outside vendors.



    Mark Jones 

    Partner

    Pillsbury


    Pillsbury partner Mark Jones is a recognized authority in the design and administration of compensation and benefit programs for senior executives and other employees.


    Mark provides strategic counsel to public and private corporations and senior executives on deferred compensation, stock awards, retirement benefits and severance pay. He has particular experience with international compensation, banking regulations and California blue sky laws. Mark frequently handles executive compensation and employee benefit issues that arise in M&As, spinoffs, IPOs and financings.


    Continuing Education:

    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 


    A Special Thank You to Our Sponsor!



    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


     Ethics - A Practical Approach  


    Lynn M. Young, EA, FSEA,
    Partner / Consulting Actuary
    Pinnacle Plan Design, LLC


    and 


    Andrew Forgave, EA, MSEA, FCA
    Enrolled Actuary 
    Pinnacle Plan Design, LLC


    Recorded on Tuesday, July 19, 2022 


    Continuing Education Credits Available! 



     


    $
    65 for members, $90 for non-members 


    The Presentation


    When thinking of an ethical dilemma, do you hear yourself say it was a business decision? Can one have a different set of personal standards than their business standards? 

     

    Learning Objective:

    • This sessions will delve into how we arrive at decisions and strategies one can take to approach ethical dilemmas. We will look at practical applications of the code of conducts we are subject to, along with the JBEA regulations and Circular 230.   


    Our Speakers


    Lynn M. Young, EA, FSEA,
    Partner / Consulting Actuary 
    Pinnacle Plan Design, LLC 


    Lynn M. Young is a partner of the firm and is an enrolled actuary with over 38 years experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an enrolled actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is the Past-President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA). Lynn, along with her fellow actuaries at Pinnacle, authored the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.



    Andrew Forgrave, EA, MSEA, FCA

    Enrolled Actuary
    Pinnacle Plan Design, LLC 

     

    Andrew Forgrave is an Enrolled Actuary with over 20 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. Andrew, along with fellow actuaries at Pinnacle Plan Design, co-authors the Defined Benefit Answer Book, published by Wolters Kluwer. Andrew earned a Bachelor of Science in Mathematics from Brigham Young University.


    Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 


    A Special Thank You to Our Sponsor!



    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


     Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets 


    Laura Ann Bartlett, CEBS, AIFA
    Senior Vice President
    BOK Financial


    Clint Dishman, CFA
    Senior Vice President
    BOK Financial


    Recorded on Wednesday, May 18, 2022


    Continuing Education Credits Available! 


     


    The Presentation

    Cryptocurrency headlines the news constantly with ever more confounding developments. How does it work, how is it created, and does it actually serve as a store of value? We will discuss these topics, as well as the rapidly changing regulatory environment as it related to crypto in retirement plans and other investment pools.

     

    Learning Objectives:

    • What are Crypto Assets?
    • Current State
    • Future State 
    • Retirement Plan Considerations for Plan Sponsors and Advisors

    Our Speakers

    A picture containing person, indoor, posing Description automatically generatedLaura Ann Bartlett, CEBA, AIFASenior Vice President, BOK Financial 

    For over 30 years, Ms. Bartlett has assisted organizations of all sizes to establish and grow qualified and non-qualified retirement plans for their employees and implement fiduciary management processes to effectively oversee their investment funds. She helps clients to articulate their strategic objectives and implement investment programs to achieve those objectives. 

    As an Accredited Fiduciary Investment Analyst, Ms. Bartlett has been trained in a process to help organizations achieve the highest fiduciary standard in management of their investments. At BOKF, she leads the business development efforts for Institutional Wealth throughout Arizona and New Mexico. A particular focus in this region is developing relationships with Native American Tribes and their related entities. 

    Ms. Bartlett has been a frequent speaker on retirement plan issues for industry organizations such as Western Pension and Benefit Council, International Society of Certified Employee Benefit Specialist, and Society of Human Resource Managers. She graduated from Southern Illinois University with BA in English, and then pursued her MBA at the University of Illinois-Chicago. She is a Past President of the Phoenix Chapter of Western Pension and Benefits Council, a past member of the Governing Board, and an Executive Coach for the W.P. Carey Graduate School of Business at Arizona. lbartlett@bokf.com 

    A person in a suit and tie Description automatically generated with medium confidenceClint DishmanSenior Vice President, BOK Financial 

    Mr. Dishman manages the Strategic Investment Advisors, which provides the research and analytics that build the foundation for investment services within BOKF. Asset allocation research, manager selection and oversight, and market analysis conducted by the group is utilized by the various areas of Institutional Wealth, Private Wealth, and BOK Financial Advisors to deliver sophisticated investment solutions for Wealth Management clients. Clint is also responsible for the management of our Institutional Investment Advisors and Retirement Consultants as well as many of BOKF’s Collective Investment Trusts. In addition to serving as a member of the Asset Allocation Committee, he also serves as Chairman of the Investment Committee and is a member of the Alternative Investments Committee. Clint has been providing consulting and investment management services since 1999. Clint is a Chartered Financial Analyst® (CFA) and a graduate of the University of Tulsa, where he earned a B.A. in business administration and his M.B.A. cdishman@bokf.com

      

    Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hours for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 


    A Special Thank You to Our Sponsor!

    A picture containing text Description automatically generated


    • 01 Nov 2022
    • (PDT)
    • 31 Dec 2022
    • (PST)
    • RECORDED WEBINAR
    Register


    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


     Changing Audit Standards for Employee Benefit Plan Audits  


    Theresa Coluccio, CPA, Moss Adams
    Rachel Cummings, CPA, Moss Adams
    Patricia Lambe, CPA, Moss Adams


    Recorded on Wednesday, April 20, 2022



    Continuing Education Credits Available! 


     


    The Presentation


    As Statement on Auditing Standards (SAS) No. 136 takes effect, you might be wondering how the new standard will change the audit of employee benefit plans (EBP). Join us for a webcast to discuss the changes to EBP audits starting with 2021 year-ends. Rachel Cummings, Theresa Coluccio and Patty Lambe will share insight into what to expect as we implement Employee Retirement Income Security Act (ERISA) Section 103(a)(3)(C) audits, and how they differ from limited scope audits. They will also cover common findings in EBP audits and Department Of Labor (DOL) recommendations in choosing an auditor. Benefit plan professionals will also answer questions, address concerns, and expand on key topics, such as:

    • Effects of new ERISA Section 103(a)(3)(C) audits on audit reports
    • Changes to communications to those charged with governance
    • Additional procedures unique to EBP audits for ERISA Section 103(a)(3)(C) audits, versus limited scope audits
    • Common Audit Findings
    • DOL Recommendations in choosing an auditor

    Our Speakers


    Rachel Cummings, CPA, Senior Manager for Moss Adams LLP

    Rachel has practiced public accounting since 2008. She provides assurance services for a variety of benefit plans including defined contribution plans, defined benefit plans, employee stock ownership plans, and health and welfare plans. Rachel also participates in audits and reviews of health care organizations including coordinated care organizations, hospitals, independent physician organizations, group medical practices, and long-term care facilities. Rachel leads her teams in conducting and performing audits efficiently and effectively, including client recommendations for improved internal controls and efficiencies.

     

    Theresa Coluccio, CPA, Senior Manager for Moss Adams LLP 

    Theresa has practiced public accounting since 1996. She has extensive experience working on a variety of benefit plans, recurring audit, and SOC 1 review engagements. Her expertise includes defined contribution (401(k) and 403(b)), defined benefit, and health and welfare plans. She audits over 40 employee benefit plans annually, including 11-K filings. Theresa is also a member of the executive committee for the firm’s Employee Benefit Plan Service Group, and assists with firm-wide benefit plan education.

     

    Patricia Lambe, CPA, Senior Manager for Moss Adams LLP 

    Patricia has practiced public accounting since 2008 and specializes in the professional services industry and employee benefit plan sector. Patricia has experience managing and directing assurance services for both public and privately-held companies for a variety of different industries, including manufacturing, professional services, construction, and transportation. She is also a member of the executive committee for the firm’s Employee Benefit Plan Service Group, and assists with firm-wide benefit plan education and quality control.

      

    Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 

    A Special Thank You to Our Sponsor!



    • 08 Dec 2022
    • 10:00 AM - 11:40 AM (PST)
    • ONLINE WEBINAR
    Register


    The Governing Board of WP&BC invites you to the following webinar:

    Post-Election Legislative and Regulatory Update 

    Presented by:

    Kendra Kosko Isaacson  
    Pensions Policy Director and Senior Tax Counsel for the U.S. Senate HELP Committee

    Thursday, December 8, 2022
    10:00 AM to 11:40 AM PST

    Continuing Education Credits Available! 

     

    Early Bird (through November 23)
    $65 for members
    $90 for non-members 

    Regular
    $90 for members
    $115 for non-members  


    Presentation Description

    Kendra Kosko Isaacson, Pensions Policy Director and Senior Tax Counsel for the U.S. Senate Committee on Health, Education, Labor and Pensions (HELP Committee) in Washington DC will discuss the legislative and regulatory changes that may occur post-election. Ms. Isaacson works directly with Senator Patty Murray, Chair of the HELP Committee on legislation, and the possibility of retirement legislation being passed after the elections. 

    The webinar will include:

    • The policy agenda in light of the election results;
    • Consideration of the EARN Act from the Senate Finance Committee, the RISE SHINE Act from the HELP Committee, and SECURE 2.0; 
    • What is likely to  happen in 2023. 

    Speaker: Kendra Kokso Isaacson

    Kendra Kosko Isaacson serves as Pensions Policy Director and Senior Tax Counsel to the Senate Committee on Health, Education, Labor and Pensions, where she advises Chair Patty Murray (D-WA) and other committee members on ERISA and all retirement-related issues. She is also a member of the Committee’s Oversight Team where she assists with nominations and financial conflicts of interest. Kendra also advises Senator Murray on all tax-related matters. Kendra was selected as a Stennis Fellow for the 117th Congress.

    Kendra received her B.A. in Government from Dartmouth College, a J.D., with honors, from the Catholic University Columbus School of Law, and an LL.M in Taxation with a certificate in Employee Benefits from the Georgetown University Law Center. After law school, Kendra was an Associate with Slevin & Hart, P.C. and also with Venable LLP in Washington, DC. Before joining the HELP Committee, Kendra worked in the Employee Benefits Security Administration at the Department of Labor where she worked in the Office of Policy and Research.

    Continuing Education:

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

    Pricing:

    • Early Bird (through November 23): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members  


    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!


Past events

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
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
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
22 Apr 2021 Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
30 Mar 2021 ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
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.
29 Oct 2020 ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
24 Sep 2020 ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
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
25 Jun 2020 ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
28 May 2020 ONLINE Webinar: More Strange but True Tales of 403(b) Plans
07 Apr 2020 ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
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 - Advanced Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
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: 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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