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 Kristen Sanchez 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

    • 31 Dec 2017
    • (PST)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 
    Negotiating Good Service Agreements
    with John Walch

    Please join us for a timely webinar – Negotiating Good Service Agreements - hosted by the Western Pension & Benefits Council Governing Board. This webinar will provide one CE Unit for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.


    The seminar will address why plan sponsors, plan administrators and service providers all should have a good service agreement in place, and the terms that every service agreement should include.  A good service agreement will offer protection to all parties to the agreement and fulfill ERISA obligations of any fiduciary parties.  We will cover the terms that an agreement should include, how to address risks, and what the courts have said about agreements.

    The target audience is anyone providing services to an employee benefit plan, plan fiduciaries and plan sponsors.


    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.


    Learn more about John D. Walch below.

    John helps all kinds of employers resolve all kinds of qualified and non-qualified benefit issues, including equity-based incentive compensation plans, ESOPs, non-qualified deferred compensation plans, qualified retirement plans and welfare benefit plans, including health, cafeteria and flexible spending plans.

    For over 25 years, John has designed, drafted and obtained IRS approval of hundreds of qualified retirement plans.  For plans facing disqualification or other sanctions, he has obtained dozens of compliance statements from the IRS and negotiated positive outcomes for U.S. Dept. of Labor (DOL) investigations. 

    He also advises plan fiduciaries on operational issues involving fiduciary liability and plan administration issues, QDROs and benefit claims or appeals.  He also drafts service provider and business associate agreements for plans and plan sponsors.  John has tried over 50 ERISA benefit cases. 

    John also designs deferred compensation arrangements and incentive plans involving stock options, restricted stock, stock appreciation rights and phantom stock.  He advises employers on parachute payments, COBRA, HIPAA and other benefit plan issues, including prohibited transactions and obtaining exemptions from the DOL. 

    He also advises plans and plan sponsors involved in corporate transactions, such as whether the ESOP should accept or decline a tender offer, sell employer stock or spin-off plan assets. 

    John enjoys hiking Utah’s mountains, reading good books and yelling at his television while watching football games.



    • 31 Dec 2017
    • (PST)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 
    DB/DC Update on New Regulations opens Retirement Plan Innovation
    with Kelly Coffing

    Please join us for a timely webinar – DB/DC Update on New Regulations opens Retirement Plan Innovation - hosted by the Western Pension & Benefits Council Governing Board. This webinar will provide one CE Unit for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.


    Cost: $35 for members, $50 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.


    Learn more about Kelly Coffing below.

    Kelly Coffing is a principal at Milliman, one of the largest independent consulting and actuarial firms in the world. As a consulting actuary, Kelly helps clients succeed in the complex world of retirement plan management, including providing actuarial valuations, developing benefit and funding strategies for pension plans, and transitioning to innovative plan designs. She is particularly passionate about the Milliman Sustainable Income Plan™ – come ask her about it! Kelly is a popular speaker at professional industry events, where she brings retirement plan issues to life with humor and frank explanations. Kelly has been with Milliman for almost 20 years, but before joining the company, she taught Chemistry and Physics to high school students in her home state of Idaho.



    • 31 Dec 2017
    • 9:00 AM - 10:00 AM (PST)
    • RECORDED WEBINAR
    Register

    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • Online Webinar
    Register
      PREVIOUSLY RECORDED WEBINAR

    Advanced Topics Pertaining to Qualified Domestic Relations Orders
    (The Dos and Don’ts of QDROs Part II)

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, APC, will host an advanced webinar on Qualified Domestic Relations Orders (“QDROs”). This advanced session will cover topics not previously discussed during her prior QDRO webinar held in November 2015. The discussion will be tailored toward advanced issues and safeguards for plan sponsors and service providers regarding the following topics:
    • Acceptable fees to charge at each stage of the QDRO process.
    • Whether qualifying a QDRO is a fiduciary act; suggested strategies for TPAs to limit liability.   
    • Proper handling of an objection to a QDRO already processed by the Plan Administrator.
    • Responding to an Alternate Payee’s request for information informally and by subpoena.
    • When to freeze benefit distributions from defined benefit plans.
    • What is the significance of receiving a “joinder” from the court?
    • Interpreting vague assignments in QDROs.
    • Litigation update in the area of QDROs.
    This webinar will provide one CE Unit for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA. We also offer a general certificate of attendance that can be used to obtain other credit not listed.
     
    About Our Presenter

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, practices in the areas of employee benefits and taxation, including Qualified Domestic Relations Orders (“QDROs”). Elizabeth advises divorcing spouses and family law attorneys with regard to the preparation of QDROs and she has been recognized as an expert in the areas of ERISA, taxation, and QDROs for purposes of providing expert testimony in family law cases in California. Elizabeth advises Plan Administrators and Third Party Plan Administrators regarding the best practices for reviewing, qualifying, and processing QDROs. Elizabeth also handles ERISA litigation pertaining to QDROs such as breach of fiduciary duty for the improper disqualification of a QDRO and benefit claims litigation on behalf of an alternate payee.

    Elizabeth earned a Bachelor of Arts in Mathematics and Bachelor of Arts in Economics from the University of California, San Diego. She attended law school at the University of San Diego, School of Law where she earned her J.D. and L.L.M, Master of Laws in Taxation.

    Elizabeth is a Certified Tax Law Specialist from the California Board of Legal Specialization. She is a member of Executive Committee of the Western Pension & Benefits Council, San Diego Chapter, and the Taxation Section of the San Diego County Bar Association.

     
    The webinar will provide one continuing education credit for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

    Members are $35, Nonmembers are $50.



    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • RECORDED ONLINE WEBINAR
    Register

    RECORDED WEBINAR: 

    Defined Contribution Compliance Reboot

    with Robert Griffith

     

    Please join us for a timely webinar – Defined Contribution

    Compliance Reboot - hosted by the Western Pension & Benefits Council Governing Board. This webinar will provide one CE Unit for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.

     

    Cost: $35 for members, $50 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.



    Learn more about Robert Griffith below.


    Robert has 19 years of experience in the retirement plan industry. He currently works with defined contribution retirement plans, assisting clients with the design, implementation, and administration of their employee retirement plans. He is responsible for overall plan administration and daily operations for his clients’ plans, in addition to providing trust and audit assistance, and participant and plan-level reporting.

     


    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • RECORDED WEBINAR
    Register




    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • RECORDED WEBINAR
    Register




    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • Recorded Webinar
    Register
    RECORDED WEBINAR

    Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA

     OUR PRESENTATION:

    In this presentation, we’ll cover the problem of missing participants and uncashed checks in retirement plans.  We discuss:

    1.  How these phenomena come about, 
    2.  What sorts of problems they can cause
    3.  What guidance exists to help sponsors and administrators  
    4. What guidance doesn’t exist.  
    5. Industry best practices when dealing with these issues
    6. We’ll be sure to share a few of the more entertaining facts and stories that invariably come with a long history of providing solutions in these areas.
    7. Finally, we’ll be sure to leave attendees with additional resources for further reading (if they are ever having trouble sleeping).

    ABOUT OUR PRESENTER:

    Spiro Preovolos joined PenChecks in March of 2002, holding several different positions including Director of Operations and Director of Sales and Marketing. As Vice President of Business Development, Spiro oversees the planning and production of all marketing functions, manages the company’s Default, Missing Participant and Traditional IRA account operations, and helps to develop strategic level integrations that can improve internal efficiencies and external service capabilities to clients. Prior to joining PenChecks, Spiro served as a special agent and financial representative for Northwestern Mutual in Los Angeles, selling life, health and disability insurance. He is an Accredited Pension Representative (APR), a designation bestowed by the National Institute of Pension Administrators, and holds a B.A. in philosophy from the University of Southern California.

     
    The webinar will provide one continuing education credit for  for ASPPA, CFP, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

    Members are $35, Nonmembers are $50.



    • 31 Dec 2017
    • 10:00 AM - 11:00 AM (PST)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 

    Introduction to Cash Balance Plans 

    for Non-Actuaries


    Please join us for a timely webinar hosted by the Western Pension & Benefits Council Governing Board.

    OUR PRESENTATION:

    As employers search for additional ways to exceed the contribution limits in defined contribution plans, they continue to turn to cash balance plans as an effective vehicle.  Although cash balance plans are hybrids, they are ultimately defined benefit plans and operate very differently than 401(k) plans.  This webinar will provide a non-actuarial overview of cash balance plans, their operations, and some of the issues that sponsors and service providers may face.


    Learning Objectives:

    • Gain an introductory understanding of cash balance plans                      
    • Learn about the differences between cash balance plans and 401(k) plans
    • Understand when a cash balance plan might be a good option for a business
    ABOUT OUR PRESENTER:


    Brenda Berg, Esq., Partner, Holland & Hart LLP


    For close to 20 years, Brenda Berg has been an attorney focused exclusively on employee benefits and executive compensation. Brenda’s advice ranges from the initial design and drafting stage, through the day-to-day administration questions and complications that arise. Brenda has extensive experience with 401(k), defined benefit pension, health and welfare, and nonqualified deferred compensation plans. 

    She regularly helps employers navigate the ever-changing employee benefits tax and ERISA world and come up with practical approaches on issues such as benefit plan governance, fiduciary duties and best practices, plan corrections, DOL and IRS audits, and Section 409A compliance. 

    Brenda is currently the President of the Governing Board of the Western Pension and Benefits Council. She was recognized as The Best Lawyers in America© Lawyer of the Year in Employee Benefits (ERISA) Law – Denver, 2017.

     

    CONTINUING EDUCATION:
    This webinar will provide one CE Unit:
    ASPPA     CFP      CPA(CA & OR)     ERPA      JBEA      MCLE(CA)      NIPA           


    Who Should Attend:
    Financial Advisors, Plan Fiduciaries, and Plan Sponsors, Record Keepers, Service Providers, ERISA Attorneys, & all other Benefit Professionals.

    Cost: $35 for members, $50 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 2017
    • 10:00 AM - 12:00 PM (PST)
    • RECORDED WEBINAR
    Register
      RECORDED WEBINAR: 
    Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
    with Kevin Donovan

    Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors - was recorded by the Western Pension & Benefits Council Governing Board. This webinar will provide two CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.


    Qualified plans must demonstrate “fairness” through compliance with the coverage tests of IRC §410(b) and the non-discrimination rules of IRC §401(a). This session will use case studies to illustrate proactive plan designs and testing approaches that lessen the chance of a failure. Alternative methods of testing will be illustrated as well as potential correction options. Attendees will learn about:

    •  Strategic plan designs and methods to detect and avoid compliance traps;
    •  Operational testing options (including plan aggregation and permissive dis-aggregation); and
    •  How to correct testing failures.

    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 2017
    • 10:00 AM - 12:00 PM (PST)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 
    Ethics for TPAs and Other Professionals
    with Ilene H. Ferenczy

    Please join us for a timely webinar – Ethics for TPAs and Other Professionals - hosted by the Western Pension & Benefits Council Governing Board on Thursday, December 14th from 10:00am-12:00pm PST. This webinar will provide two Ethics CE Units for AIF, ASPPA and NIPA members, CFP, ERPAs, JBEA, CPAs (CA and OR) and MCLE(CA).

    The Presentation
    Representation of employee benefit fiduciaries, sponsors, and plans presents an assortment of ethical issues for practitioners. 
    • How far is too far in helping a client weigh the costs and benefits of a certain course of action? 
    • Is it always appropriate to rely on client-provided information without asking questions? 
    • Can inaction in the face of questionable client conduct pose ethical concerns for practitioners
    During this informative webinar, our speaker, Ilene Ferenczy will present actual scenarios and provide insight into identifying the ethical considerations at play and arriving at an appropriate course of action.

    About Our Presenter

    Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, Georgia.  Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice.  She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators. Ms. Ferenczy is the 2007 recipient of ASPPA's Educator of the Year Award, and the 2017 recipient of the National Institute of Pension Administrators' (NIPA's) Educator of the Year Award.

    She is a nationally known speaker on benefits issues, and has authored more than 100 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), The 401(k) Advisor, and The ASPPA Journal (now The Plan Consultant).  Her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, is now in its 17th edition.  Ms. Ferenczy also authored three textbooks about defined contribution plans for ASPPA’s education and examination program, and was a prior author of The Plan Termination Answer Book.  In addition to being a frequent live presenter, she has also recorded numerous webcasts and other e-learning tools for several organizations.  Ms. Ferenczy is a former adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois.

    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.



    • 31 Dec 2017
    • 10:30 AM - 11:30 AM (PST)
    • Online Webinar
    Register
      PREVIOUSLY RECORDED WEBINAR

    The Dos and Don'ts of Qualified Domestic Relations Orders
     

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto,  will provide technical and practice guidance on the follow subjects related to Qualified Domestic Relations Orders:
    • Suggested steps to follow when qualifying a QDRO.
    • Suggested steps to follow when processing a QDRO.
    • Effective use of model QDROs by Plan Administrators.
    • Litigation updates in the area of QDROs.
    • Fiduciary duties applicable to QDROs.
    • Best practices for interpreting the dollar amount of assignments in QDROs.

    About Our Presenter

    Elizabeth Van Clief, an attorney with Hughes and Pizzuto, 
      practices in the areas of employee benefits and taxation, including Qualified Domestic Relations Orders (“QDROs”). Elizabeth advises divorcing spouses and family law attorneys with regard to the preparation of QDROs and she has been recognized as an expert in the areas of ERISA, taxation, and QDROs for purposes of providing expert testimony in family law cases in California. Elizabeth advises Plan Administrators and Third Party Plan Administrators regarding the best practices for reviewing, qualifying, and processing QDROs. Elizabeth also handles ERISA litigation pertaining to QDROs such as breach of fiduciary duty for the improper disqualification of a QDRO and benefit claims litigation on behalf of an alternate payee.

    Elizabeth earned a Bachelor of Arts in Mathematics and Bachelor of Arts in Economics from the University of California, San Diego. She attended law school at the University of San Diego, School of Law where she earned her J.D. and L.L.M, Master of Laws in Taxation.

    Elizabeth is a Certified Tax Law Specialist from the California Board of Legal Specialization. She is a member of Executive Committee of the Western Pension & Benefits Council, San Diego Chapter, and the Taxation Section of the San Diego County Bar Association.

     
    The webinar will provide continuing education credits for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

    Members are $35, Nonmembers are $50.



    • 09 Jan 2018
    • 10:00 AM - 12:00 PM (PST)
    • ONLINE WEBINAR
    Register
    ONLINE 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 pending


      

    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.




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