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

    • 26 Jan 2021
    • 8:30 AM - 3:30 PM (PST)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 

     

    13th Annual ABC's of Pension Plans

    Tuesday, January 26, 2021

    Online Webinar

    9 a.m. - 3:30 p.m.

    $30 Lunch Certificates will be provided through GrubHub


    LEARN THE BASICS FROM THE EXPERTS

    This full-day seminar will focus on the following areas:

    • Law Basics
    • Types of plans
    • ERISA
    • Plan administration
    • Plan funding and Fiduciary responsibilities
    • Plan design and requirements
    • Employer obligations and concerns
    • Auditing a qualified plan

    This special program has been designed to provide a basic foundation of pension knowledge to those new to this field.  You will want to attend this program if:

    • You are looking for a better overall understanding of retirement plans
    • You work in a specific area or discipline related to qualified retirement plans and would like to broaden your knowledge
    • You work in the employee benefits area but do not really understand how it all fits together
    • You may be concerned that your plan is not being administered correctly

    Our speakers will be:

    Hitz Burton, JD                              Aon                                                                       Mr. Burton is a Partner in Aon’s Newport Beach office. Hitz provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans. Hitz also has extensive work experience as the lead consultant on more than a dozen compliance audits for qualified retirement plans over the last several years. Additionally, Mr. Burton has been the lead Hewitt consultant on over 40 acquisitions for Fortune 200 clients of the firm. Prior to joining Hewitt in 1997, Mr. Burton was an associate with the Boston law firm of Hutchins, Wheeler & Dittmar where he worked in the firm’s ERISA practice group and specialized in providing clients with advice regarding how their merger and acquisition activity would impact their benefit plans and programs. Hitz is the current Past President for the Orange County Chapter of the Western Pension & Benefits Council. 

    Phuong Jennings, QKA                   EGPS, Inc.                                     

    Phuong Jennings, Regional Vice President, brings with her over 15 years of 401(k) and pension industry knowledge with an exceptional understanding of ERISA legal plan documents. She works with Financial Advisers, CPAs and other trusted advisers in helping design the appropriate 401(k), Profit Sharing or Defined Benefit/Cash Balance plan for their business clients. She started out in the Third Party Administration (TPA) side of the business and have also been on the recordkeeping vendor side of the industry as well. Her hands-on experiences have given her an in-depth understanding of the technical world of retirement plans. 

    Stuart Hack, JD, CLU                           Sunlin Consulting
    Mr. Hack is a Partner with Sunlin Consulting LLC and Vice President of Sunlin Consulting Investment Advisory Services LLC.  He advises qualified plan sponsors and record keepers on fiduciary liability exposure management.  He designs, implements and monitors fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions. Mr. Hack is a former President of the Orange County Chapter of the WP&BC and current Board Member.

    Mark Murphy, CPA                            LTSP, Inc.

    Mr. Murphy is the Managing Partner/ Audit Partner at LTSP, Inc. which he joined in 1985 after five years as the controller of a local holding company that operated and controlled commercial real estate properties and a printing/publishing company. As a partner, he is primarily in charge of planning and supervising audit and other attestation engagements in a wide array of industries including technology, healthcare, real estate, service, distribution and manufacturing. He also has extensive experience with providing audit and compliance services to various types of employee benefit plans covered under ERISA. His experience also includes providing audit services to organizations and entities under the United States Department of Housing and Urban Development (“HUD”) programs.


     This Seminar will be held as an online zoom meeting.  Check-in is open from 8:30 a.m. PST

    Continuing Education: 5 hours for:

     AIF  (pending)         ASPPA               CEBS            CFP (pending)     JBEA                                                                                    
     CPAs (CA)            ERPA              MCLE (CA)            NIPA  
          CRPS (pending)


    For CE auditing purposes, we keep a copy of the Webinar Participant log to confirm that you were on for 100 minutes and the poll questions were answered. Please be advised that should you share your registration link with someone who requires CE, we cannot validate their attendance should they be audited.


    The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.



      Early bird Cost: $125 for members, $175 for non-members. 


    A Special Thank You to Our Sponsors


       




    • 28 Jan 2021
    • 10:00 AM - 11:40 AM (PST)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 

     

    Correcting Elective Deferral Failures:

    who, what, when, where and why?

     

    Thursday, January 28, 2021

    10:00 am  to 11:45 pm PST

     

      Our Presentation:

    Managing the 401(k), 403(b) and 457 deferral elections has transformed retirement plan administration from an annual event to an every-payroll affair. For each payroll period, employers, payroll administrators and plan administrators have to effect new participant elections, changes in elections and cancellations of elections. The chances for even a well-administered plan to make mistakes is significant. The costs for correction, not to mention the potential for plan disqualification, can be significant if the plan isn’t corrected quickly. Fortunately, the IRS has provided methods to correct such failures. Recently, the IRS has added less expensive safe harbor correction methods. Unfortunately, the IRS retained the old correction methods and provided little explanation for how the two sets of rules interface. In this webcast, we will explain (with examples) the two sets of rules and how and when you use the rules. Please join us for answers on how to correct your elective deferral failures. 

    • 50% vs. 25% QNEC Correction
    • Match Correction
    • Brief Exclusion Rule
    • Safe Harbor 401(k) Plan Correction
    • Correction of Elective Deferrals for bonuses


    Our Speaker:


    STEPHEN FORBES, J.D., LL.M.

    President, Forbes Retirement Plan Consulting


    Stephen is an ERISA attorney and educator with 34 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also has drafted plan, 403(b), 457(b), 409A and IRA documents. Mr. Forbes was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 


     Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CE for CEBS
    • 2 CECs for ERPA 
    • 2 CECs for JBEA
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.75 hours of California MCLE
    • 2 CECs for CRPS (pending)


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


    A Special Thank You to Our Sponsors


       




Past events

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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