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!

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Our Webinars are brought to you by:



         

Upcoming events

    • 23 Aug 2018
    • 10:00 AM - 11:45 AM (PDT)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 

    Everything You and Your Clients Should Know About Beneficiary Designation Forms


    Thursday, August 23, 2018  10:00 am - 11:45 pm PST



    Too often plan participants are asked to complete beneficiary designation forms for death benefits and neither the plan participant nor the TPA fully understands the significance of the failure to complete the designation form or the impact of a form that fails to meet the participant’s needs. 


    While this session is not intended to circumvent a participant’s estate planning attorney or advisor, it will provide attendees with an overview of such issues as the: affect of no beneficiary designation; impact of a divorce on a beneficiary designation, including the pre-nuptial issue; handling of competing claimants for plan benefits; handling a beneficiary’s disclaimer; handling the distribution and reporting for various types of beneficiaries.


    Learning Objectives:

    • What advice, if any, should a TPA give a plan participant who asks about a designation form?

          • What happens if there is a post-beneficiary designation divorce?

                 • What should be done if there are multiple claimants?


    Our Speaker:
    William Grossman

    William C. Grossman is a retirement plan speaker and writer. Bill has spoken at the WP&BC Annual Conference, ASPPA Annual Conference and NIPA NAFE as well as on webcasts for WPBC and ASPPA and at local chapters of ASPPA, NIPA and now WPBC.

    Bill was Director of Education and Communication at McKay Hochman for over 15 years. Bill delivered many classes and webcasts and was the primary author of most of McKay’s website articles and the firm’s three newsletters. Bill also answered client technical questions on a variety of retirement plans.


    Prior to McKay, Bill was Director of 401(k) Training for a major record keeper. Bill also has had over 20 years experience running a NYC bank’s 1 billion IRA and small retirement plan business.


    Bill earned his QPA in 2003 and has been an ERPA since 2009. Bill’s ASPPA volunteer work includes having been co-chair of the ASPPA Annual Conference, co-chair of The ASPPA Journal (now known as The Plan Consultant), a member of the ASPPA asap committee and Bill currently serves on the ASPPA GAC IRS committee. Bill’s NIPA volunteer work includes having been co-chair of the ERPA Conference and having served on the NIPA NAFE conference committee.


    Bill has a BA from New Jersey City University, an MBA from Fairleigh Dickinson University and is a graduate of the NYC American Institute of Banking, where he then served as an instructor for 17 years.



    Continuing Ed:

    2 CE for AIF Certification (pending)

    2 CE for ASPPA certifications

    2 CEC for NIPA certifications

    2 CPE for CEBS

    2 CE for JBEA

    2 hour MCLE for California attorneys

    2 hours for California CPAs

    2 hours for Certified Financial Planners  (pending)

    2 hour for ERPA and Enrolled Agents


    Cost: $50 for members, $65 for non-members. 
    AFTER August 20  $75 for Members , $90 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:



    • 18 Sep 2018
    • 10:00 AM - 11:45 AM (PDT)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 

    Disclosures, Notices, and Filing Requirements for Your Retirement Plan


    Tuesday, September 18, 2018  10:00 am - 11:45 pm PST



    In today’s ever-changing regulatory environment, it is critically important for HR and Benefits professionals to be well informed about the basic requirements of ERISA. ERISA requires certain communications to participants as well as regulating government agencies, each with its own particular requirements. We will clarify the various disclosures and notices to be provided to employees along with the deadlines throughout the year to provide the notices.  We will also discuss other retirement plan deadlines and filing requirements.

    Specific Topics will include:

    • Deadlines for Plan and Participant Level Notices
    • Delivery requirements for notices
    • What should be included in a Notice
    • Reporting Deadlines for your Retirement Plan


    Our Speaker:
    Theresa Conti, QKA, APR, ERPA

    Theresa Conti, QKA, APR, ERPA

    President at Sunwest Pensions

    Theresa Conti has spent the last 20 plus years working with clients to achieve the maximum from their retirement plans. Theresa has spent her career working at firms such as William M. Mercer, Inc. and Bisys Qualifed Plan Services in Pennsylvania before moving to Arizona in 1994. Theresa continued her career with Universal Pensions, Inc. before founding Sunwest Pensions in 1998. 


    Theresa and her highly skilled team at Sunwest Pensions work to create the best retirement plan and provide excellence in service to our clients. Theresa holds a QKA (Qualified 401(k) Administrator) designation with ASPPA and an APR designation with NIPA. In 2011, she also earned her Enrolled Retirement Plan Agent (ERPA) designation with the IRS.


    Theresa was a member of the Board of Directors of NIPA and was President for 18 months during 2007 through 2008. Theresa spent six years as a board member with the Arizona Chapter of NIPA, including serving three years as President. Theresa has also worked with NIPA’s Annual Conference Committee for three years, served as it’s Chairperson for the 2003 conference, and has served on the Chapter Leadership Task Force. Theresa also worked in conjunction with NIPA, ASPPA and the IRS on Circular 230 and the ERPA Licensing Program. In 2016, Theresa was awarded NIPA’s Lifetime Achievement Award for her service to the industry.



    Continuing Ed:

    2 CE for AIF Certification (pending)

    2 CE for ASPPA certifications

    2 CEC for NIPA certifications

    2 CPE for CEBS

    2 CE for JBEA

    2 hour MCLE for California attorneys

    2 hours for California CPAs

    2 hours for Certified Financial Planners  (pending)

    2 hour for ERPA and Enrolled Agents


    Cost: $50 for members, $65 for non-members. 
    AFTER September 15  $75 for Members , $90 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:



Past events

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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