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

    • 18 Jun 2019
    • 10:00 AM - 11:40 AM (PDT)
    • ONLINE WEBINAR
    Register
    ONLINE WEBINAR: 

    Mergers and Acquisitions:

    a Who’s the Employer Perspective.



     The Presentation: 

    Mergers and Acquisitions present a host of challenges and questions in the retirement plan arena. The many variations on the word “acquisition” don’t really help provide clarity for the practitioner. This session will review many of the issues and provide practical solutions.

    • Service crediting
    • Minor differences have major consequences
    • 415 issues
    • Coverage and nondiscrimination testing
    • HCE status

    Our Speaker: S. Derrin Watson

    S. Derrin Watson

    S. Derrin Watson is an independent ERISA attorney and educator in Santa Barbara, California with over 36 years of experience in dealing with retirement plans. In addition to his solo practice, Derrin is Of Counsel to the Ferenczy Benefits Law Center.

    Previously, he worked with FIS with their Relius line of educational programs and products. There he assisted in drafting qualified, 403(b), 457(b), 409A, and other plan documents and forms, and taught and wrote extensively about all aspects of retirement planning.

    Before that he was the tax partner of a law firm in Beverly Hills. He spends much of the year traveling to present seminars, and in 2016 delivered over 75 web seminars.


    Derrin is a Senior Editor of the Journal of Pension Benefits and has authored the “Who’s the Employer” column on the BenefitsLink web site.


    His varied experiences range from doing standup comedy (yes, even about ERISA) to serving as a Mormon missionary in Iran, to editing and writing books and newsletters on a variety of topics.  He enjoys punctuating his ERISA presentations with original parodies.


    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

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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