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:

$35.00 1 Hour Webinars

$50.00 2 Hour Webinars

 

NON-MEMBERS

$50.00 1 Hour Webinars

$75.00 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!

...............................................................................................


Our Webinars are brought to you by:



         

Upcoming events

    • 20 Apr 2018
    • (PDT)
    • 30 Jun 2018
    • (PDT)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 

    Where are we now?  

    An Update on ERISA Litigation


    The Presentation:


    Brad Huss will discuss the current issues facing plan sponsors and fiduciaries in the courts.  Topics will include 401(k) fee lawsuits, 403(b) plan lawsuits, employer stock cases and the evolving remedies available to ERISA plan participants in benefit claims and fiduciary breach cases.

    • How are the courts deciding these cases?
    • What are the latest trends in claims by plaintiffs?
    • Are there plan provisions that can assist in defending litigation?

      The Speaker: Brad Huss

      Brad Huss has been practicing in the employee benefits field for forty years, and his practice is primarily in the areas of ERISA litigation, fiduciary responsibility matters, qualified pension and profit sharing plans and Department of Labor investigations.

      Brad serves as a private mediator in ERISA litigation matters and has been appointed as an Alternative Dispute Resolution Neutral in over sixty ERISA cases by the United States District Court for the Northern District of California. Brad has also been appointed as a Special Master in an ERISA case by the United States District Court for the District of Idaho.

      Brad has been listed by Best Lawyers in America® for Employee Benefits (ERISA) Law and ERISA Litigation continually since 1995 and was named Lawyer of the Year for 2013 in ERISA Litigation in San Francisco. Brad has been listed as a Top Rated Employee Benefits Attorney in San Francisco by Super Lawyers since 2004. Brad has also been selected by Super Lawyers Magazine as one of the “Top 100 Attorneys” in Northern California in 2007-2009 and 2013-2018.


      Continuing Education: 2 CE

      ASPPA   CEBS   CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      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 Marti Hack directly at webinars@westernpension.org.

      This webinar is brought to you by Sunwest Pensions




      • 26 Apr 2018
      • 10:00 AM - 11:00 AM (PDT)
      • ONLINE WEBINAR
      Register
      ONLINE WEBINAR: 

      RETIREMENT PLAN POLICY STATEMENTS

      Are your Clients' Plans Correct?

      Thursday, April 26, 2018  10:00 am - 11:00 am PST


      An in-depth look at the role of written policy statements in carrying out Fiduciary Best Practices

      • ·       What documented policies are important for fiduciary protection of 401(k) and 403(b) plans?
      • ·       How do these policies protect the plan fiduciaries
      • ·       What should be in these policies?
      • ·       Is there a risk to having written policy statements?

      Our Speaker:

      Stuart Hack, CLU, JD 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. Stuart also designs and manages ERISA 3(38) fiduciary solutions that record keepers offer to participant-directed defined contribution plan sponsors and financial advisors. His experience includes over 30 years as CEO of a benefits consulting and registered investment advisory firm and the co-founder of a daily recordkeeping service provider. He currently serves on the Board and was past President of the Orange County chapter of the Western Pension & Benefits Council.


      Who Should Attend:

      Financial Advisors who want to understand the role of written policy statements for fiduciary protection for plan sponsors and for effective plan operation

      Plan Fiduciaries who want to maximize their fiduciary liability protection and plan effectiveness

      Service Providers third-party administrators and accountants who want to know more about the importance of written policy statements for plan sponsiors.

      All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals.


      Continuing Ed:

      1 CE for AIF Certification (pending)

      1 CE for ASPPA certifications

      1 CEC for NIPA certifications

      1 CPE for CEBS

      1 CE for JBEA

      1 hour MCLE for California attorneys

      1 hours for California CPAs

      1 hours for Certified Financial Planners (pending)

      1 hour for ERPA and Enrolled Agents


      Cost: $35 for members, $50 for non-members. 
      AFTER APRIL 24  $60 for Members , $75 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 Marti Hack directly at webinars@westernpension.org.
      Thank you to the sponsor of this Webinar:



      • 31 Dec 2018
      • 10:00 AM - 12:00 PM (PST)
      • ONLINE WEBINAR
      Register
      RECORDED WEBINAR: 

      The Entity, the Plan and the Return: 

      Taxation and Deduction Issues for 
      Qualified Retirement Plans


      The Presentation:

      This session will focus on the interplay between the entity, the qualified plan and the tax return. We will discuss the unique taxation issues that face plan sponsors taxed as C-corporations, S-corporations, partnerships, and sole proprietorships. Citing specific litigation and regulations, we will address:
      •  various strategies,
      •  best practices, 
      •  pitfalls involving plan contributions and deductions.

      The Speaker: Kevin Donovan, CPA, EA, FSPA, FCA

      Kevin is the managing member and founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. In 2015, Kevin received the American Society of Pension Professionals and Actuaries (ASPPA) Educator’s Award in recognition of his contributions to retirement plan education. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration.


      Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is a member of the American Institute of Certified Public Accountants (AICPA) and ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC).


      Kevin, along with two other actuaries at Pinnacle Plan Design, authored the 2017 Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of the ASPPA College of Pension Actuaries (ACOPA) and a former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals. In 2017, Kevin was nominated and named a Fellow of the Society of Pension Actuaries, the highest achievement within ACOPA.


      Continuing Education: 2 CE

      ASPPA    CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      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 2018
      • 10:00 AM - 12:00 PM (PST)
      • RECORDED WEBINAR
      Register
      RECORDED WEBINAR: 

      Safe Harbor 401(k) Plan Corrections  


      The Presentation:

      Safe Harbor 401(k) plans have become one of the more popular retirement plans for both large and small employers. The Safe Harbor 401(k) plan not only provides the means to simplify nondiscrimination testing but also allows small employers to improve its ability to achieve disparity in contributions for highly compensated employers. The benefits of the Safe Harbor 401(k) plan come with a price: required contributions, notice requirements, timing of contributions, vesting requirements, timing of adoption of plan amendments, compensation, plan provisions, and more. Unfortunately, these additional requirements bring increased opportunities for employer and administrative mistakes. Such mistakes may lead to serious tax consequences and employer costs.


      In this webcast, we will identify many of the failures that are unique to Safe Harbor 401(k) plans and the unique methods and options for correction. We also will address correction approaches to several of the more difficult errors for which the IRS has not identified a correction method. Furthermore, we will help practitioners weigh the benefits and risks associated with self-correction vs. filing a VCP application with the IRS. Come join us for this webcast where will discuss this important and timely topic.

      • Failure to provide the Safe Harbor notice
      • Safe Harbor 401(k) contribution failure
      • Self-correction vs. VCP application
      • Calculating earnings on correction of Safe Harbor 401(k) contributions
      • Can a Safe Harbor 401(k) plan adopt a retroactive corrective amendment (11(g) amendment)?
      • Improper exclusion in a Safe Harbor 401(k) plan

      The Speaker: Stephen Forbes

      Stephen is an ERISA attorney and educator with 32 years of experience practicing and teaching in the retirement plan area. Stephen recently returned from a three-year sabbatical where he presided over a mission for his church. Previously, Mr. Forbes was vice president of SunGard Relius in charge of Relius Education. At SunGard, he taught seminars, conferences and web seminars on retirement plan compliance, design and correction. He also helped draft qualified plan, 403(b), 457(b), 409A and IRA documents and other forms. He was the author of all of the editions of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes came to SunGard in the acquisition of Pension Publications of Denver, Inc. where he served as Vice President. Previous to working for PPD, he was a Tax Law Specialist at the National Office of the Internal Revenue Service (Employee Plans Division) where he worked with Master/Prototype Plans, trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 


      After receiving his bachelor’s degree, He graduated from Willamette College of Law. He then went on to obtain a Masters of Law degree in Taxation from the George Washington Law Center.



      Continuing Education: 2 CE

      ASPPA    CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      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 Sunwest Pensions




    Past events

    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
    Powered by Wild Apricot Membership Software