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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.



$50.00 1 Hour Webinars

$65 - $90 2 Hour Webinars


$65.00 1 Hour Webinars

$90.00 - $115 2 Hour Webinars

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


Get more CE credits, for less. Become a member and get discount pricing on webinars, chapter meetings and annual conferences. 

Go to our Chapters page to find your nearest Chapter!

No Chapter in your area?  Learn about our At-Large Membership


Our Webinars are brought to you by:


Our Webinars are brought to you by:


Upcoming Webinars

    • 29 May 2024
    • 8:30 AM - 9:30 AM (PDT)

    The Governing Board of Western Pension & Benefits Council invites you to the attend the following webinar:

    Breaking Boundaries: Exploring the Future of DC Plans 

    Wednesday, May 29, 2024
    8:30 AM to 9:30 AM PDT 

    Kate Whitmore 
    Vice President, Business Development - Pooled Plans

    Preston Traverse 
    Partner, DC & Financial Wellness

    Alex Xie
    Pooled Employer Plan Market Leader

    Michael Clark, Moderator
    Chief Commercial Officer 

    $50 for members / $65 for non-members
    Continuing Education Credits Available!

    Presentation Description

    With the advent of Pooled Employer Plans and Group of Plan arrangements stemming from the SECURE Act, employers have numerous ways that they can implement defined contribution plan benefits. Speakers in this webinar will compare and contrast the features of three pooled arrangements: pooled employer plans (PEPs), group of plans (GOPs), and the traditional multiple employer plans (MEPs).

    Learning Objectives

    • Understand the structure of Pooled Employer Plans (PEPs), Group of Plans (GOPs), and the transition from Multiple Employer Plans (MEPs) to PEPs.
    • Analyze the growth of the Pooled Employer Plans (PEPs) industry, focusing on streamlined line-ups and their impact on retirement benefits.
    • Explore the features and benefits of Group of Plans (GOPs), comparing them with PEPs and MEPs to identify opportunities, challenges, and future trends in defined contribution plans.

    Kate Whitmore is the Vice President of Business Development, Pooled Plans at Ascensus, where she spearheads initiatives to expand pooled retirement plans by collaborating with advisors to drive adoption of existing programs and forge new partnerships. With 19 years of financial services expertise, Kate has cultivated a network of trusted alliances with numerous advisory and consulting firms.

    She holds a Bachelor of Business Administration degree from Ithaca College. Outside of her professional endeavors, Kate resides in East Grand Rapids, MI, with her husband Ryan, and their children Lucas and Hayden.


    Preston Traverse is currently a Partner in the Defined Contribution Segment since September 2018.  Prior to this position he was Chief Operating Officer for the DC & Financial Wellness group within Mercer Investment Management.  The DC & Financial group focusses on defined contribution and financial wellness advice and solutions for companies within the United States.  He has been in the position since March of 2016.

    Prior to joining Mercer, Preston was Global Head of Marketing and Product Management.  He had overseen product management and development since The Boston Company in 2006. In addition, he assumed oversight of the Marketing/E-Business group and the Communications, Media and RFP team in 2013.  Preston also was chair of the Product Committee, which determined overall product strategy as well as specific product capabilities.  

    Prior to joining The Boston Company, Preston held product management and development positions at Mellon Asset Management, where he worked from 2004 to 2006, and Fleet Bank/Bank of America, where he worked from 1998 to 2004.  In these roles, he was responsible for the development of legal structures and delivery vehicles for investment management capabilities; the creation, design and implementation of new products; and the launch of collective funds, hedge funds and mutual funds.  Previously, he worked as a Client Service Manager at Boston Financial Data Services from 1996 to 1998 and as a Mutual Fund Representative at Scudder, Stevens & Clark, Inc., from 1992 to 1994. 

    Preston received a BA in History from Denison University and an MBA from Boston University.

    Alex Xie is a retirement actuary and serves as a market leader for Aon’s 401(k) Pooled Employer Plan within Aon U.S. Wealth Solutions practice. In this role, he is responsible for delivering innovative retirement plan strategies and solutions to US employers. Following the passage of the SECURE Act, Alex has helped design, build, and launch the Aon Pooled Employer Plan that provides a more efficient retirement plan solution to American employers and workers.  

    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.

    Continuing Education

    • 1 hour CE for AIF (pending)
    • 1 hour ur CE for CEBS
    • 1 hour CE for CFP (pending)
    • 1 hour CE for ERPA
    • 1 hour CE for JBEA
    • 1 hour CE for ASPPA
    • 1 hour CPE for NIPA
    • 1 hour CE for CRPS
    • 1 hour CEP for California CPAs 
    • 1 hour of California MCLE 

    A Special Thank You to Our Sponsor


    Bridget Davidson 
    Webinar Coordinator | Western Pension & Benefits Council 
    (503) 866-6384 Mobile
    PO Box 2023 | Gresham, OR 97030  |

    Follow us on LinkedIn to stay up to date!

Past events

23 Apr 2024 Unraveling SECURE 2.0’s New Family Attribution Rules and Controlled Group Dynamics
27 Mar 2024 The Value of Nonqualified Deferred Compensation Plans
28 Feb 2024 Long-Term Part-Time (LTPT) Employee Regulations Finally, answer to your questions!
31 Jan 2024 M&A in Qualified Plans – Practical Planning to Avoid Pitfalls
14 Dec 2023 DOL Fiduciary Rule: Practical Implications for the Financial Services Community
15 Nov 2023 Considerations for Defined Contribution Plan Design
20 Sep 2023 Lessons Learned from ERISA Litigation: Do’s and Don’ts for Service Providers and Plan Sponsors
29 Aug 2023 Are You Ready for the 401(k) of the Future?
27 Jun 2023 Let’s Have Some Ethical Fun!
02 May 2023 ESOPs: A Different Way of Selling to a 3rd Party
28 Mar 2023 Two topics – one Webcast: Mechanics of Nondiscrimination Testing and Mergers and Acquisitions
22 Feb 2023 Common Qualified Plan Errors and Suggested Correction Methods
17 Jan 2023 New Year Tidings for 403(b) Plans (Including Impact of SECURE 2.0)
08 Dec 2022 Post-Election Legislative and Regulatory Update
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)
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
Please feel free to reach out to WP&BC with any questions.

Direct Questions To:





PO Box 13
Parker, CO 80134

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