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Recorded Webinar: Negotiating Good Service Agreements

  • 31 Dec 2017
  • (PST)


  • A member of any chapter of the WP&BC in good standing.

Registration is closed
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

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.

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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