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

    • 24 Sep 2019
    • 10:00 AM - 11:40 AM (PDT)
    • ONLINE WEBINAR
    Register
    ONLINE WEBINAR: 


    Missing Participants & Uncashed Checks:
    WTF (without the fuss)



     The Presentation: 

    • We’ll cover everything you ever wanted to know about missing participants and uncashed checks (and more)!
    • You’ll learn about the problems they cause, what guidance exists to deal with them, and best practices you should employ.
    • You’ll be regaled with missing participant tales – it will be an emotional whirlwind that will make you laugh and cry.
    • Finally, we’ll even tell you how to grow your business with missing participants.
    • And, from the DOL perspective:
      1. Overview of EBSA and our enforcement program
      2. What to expect from an investigation of a 401k plan
      3. Specific Issues that arise with terminated 401k plans
      4. Missing participants in 401k plans
      5. A brief overview of EBSA’s abandoned plan program

      Our Speakers: 

      Spiro Preovolos, President, PenChecks

      Since joining PenChecks in 2002, Spiro has held several different positions, including Director of Operations, Director of Sales and Marketing, and most recently, Vice President of Strategic Development. This combination of hands-on operational and marketing experience has built a solid foundation for Spiro’s new role as company President, where he will focus more on strategic growth while continuing to oversee the IT, product management and sales and marketing functions. His new responsibilities will also include cultivating strategic partnerships and initiating the development of new products and services to keep the company’s service offerings at the forefront of the rapidly changing retirement plan industry. Most important from a customer service standpoint, Spiro will continue to ensure that PenChecks maintains its current commitment to delivering customized solutions and fast, personalized service.

      Spiro earned his Accredited Pension Representative (APR) designation from the National Institute of Pension Administrators (NIPA), and holds a B.A. in Philosophy from the University of Southern California.


      James Goldstein, Senior Investigator, Los Angeles Regional Office, Employee Benefits Security Administration, U.S. Department of Labor

      James Goldstein is a Senior Investigator with the US Department of Labor, Employee Benefits Security Administration, Los Angeles Regional Office.  During his seventeen years with the agency, he has worked on many large civil and criminal investigations involving single-employer and multi-employer sponsored pension and welfare plans.  Mr. Goldstein is a graduate of the University of California, Berkeley and the University of the Pacific, McGeorge School of Law, where he received an American Jurisprudence Award in Constitutional Law and earned a JD with honors. In 2012 he served as an adjunct professor at Southwestern Law School, where he co-taught a course in employee benefits law sponsored by the Department of Labor.  He is a member of the California Bar.



      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 hours for Certified Financial Planners (pending)
      • 2 hour for ERPA and Enrolled Agents 
      • 2 CE JBEA certifications


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


      A Special Thank You to Our Sponsors
         




    Past events

    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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