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10 Dec 2024
|
Election Impact on Retirement Policy
|
|
24 Oct 2024
|
Applying the New Final and Proposed RMD regulations
|
|
26 Sep 2024
|
2024 Western Benefits Conference
|
|
22 Aug 2024
|
What Do Fiduciaries Need to Consider When Implementing a Pension Risk Transfer?
|
|
10 Jul 2024
|
Ethics Webinar: Can Our Personalities Give Us Insight Into Potential Challenges?
|
|
29 May 2024
|
Breaking Boundaries: Exploring the Future of DC Plans
|
|
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
|
|
19 Oct 2023
|
2023 Western Benefits Conference
|
|
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?
|
|
11 Jul 2023
|
Recorded Webinar: Let’s Have Some Ethical Fun!
|
|
11 Jul 2023
|
Recorded Webinar: ESOPs: A Different Way of Selling to a 3rd Party
|
|
11 Jul 2023
|
Recorded Webinar: Two topics – one Webcast: Mechanics of Nondiscrimination Testing and Mergers and Acquisitions
|
|
11 Jul 2023
|
Recorded Webinar: Common Qualified Plan Errors and Suggested Correction Methods
|
|
11 Jul 2023
|
Recorded Webinar: New Year Tidings for 403(b) Plans (Including Impact of SECURE 2.0)
|
|
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
|
|
01 Nov 2022
|
Recorded Webinar: Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate
|
|
01 Nov 2022
|
Recorded Webinar: Employer Sponsored Health Plans After the Dobbs Decision – the Latest
|
|
01 Nov 2022
|
Recorded Webinar: Top 10 Compliance Issues for DC Plans...Cycle 3 and a Look Ahead
|
|
01 Nov 2022
|
Recorded Webinar: Ethics – A Practical Approach
|
|
01 Nov 2022
|
Recorded Webinar: Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets
|
|
01 Nov 2022
|
Recorded Webinar: Changing Audit Standards for Employee Benefit Plan Audits
|
|
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
|
|
06 Dec 2021
|
Recorded Webinar: Outlook for Retirement Legislation in the 117th Congress: Budget Reconciliation Bill and SECURE 2.0
|
|
06 Dec 2021
|
Recorded Webinar: The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations
|
|
06 Dec 2021
|
Recorded Webinar Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance
|
|
06 Dec 2021
|
Recorded Webinar Retirement Income: The Pension Plan of the Future
|
|
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
|
|
16 Jul 2021
|
Recorded Webinar: Correcting Elective Deferral Failures: who, what, when, where and why?
|
|
16 Jul 2021
|
Recorded Webinar: 401(k) Testing Techniques: before, during and after
|
|
16 Jul 2021
|
Recorded Webinar: ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
|
|
16 Jul 2021
|
Recorded Webinar: Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
|
|
16 Jul 2021
|
Recorded Webinar: A Detailed Dive into Qualified Domestic Relations Orders
|
|
16 Jul 2021
|
Recorded Webinar: Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
|
|
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
|
|
18 May 2021
|
Portland Chapter Virtual Meeting - Anticipating the Unexpected
|
|
06 May 2021
|
Seattle Chapter - Quarterly Meeting
|
|
22 Apr 2021
|
Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
|
|
22 Apr 2021
|
Orange County Chapter - 2021 is Bringing More Change than We Expected: What You Need to Know about What’s Going on in Washington DC
|
|
21 Apr 2021
|
San Francisco Chapter - JP Morgan Guide to Retirement
|
|
20 Apr 2021
|
Portland Chapter Virtual Meeting - 2021 Outlook
|
|
13 Apr 2021
|
Denver Chapter - Economic Update
|
|
08 Apr 2021
|
Phoenix Chapter - 2021 People Management Trends - What to Expect and Your Questions Asked
|
|
31 Mar 2021
|
Portland Chapter - Professional Ethics: Using Ethical Practices as a Business Building Strategy
|
|
30 Mar 2021
|
ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
|
|
25 Mar 2021
|
San Francisco Chapter - Voya - Helping diverse communities during COVID
|
|
24 Mar 2021
|
Sacramento Chapter Webinar - 2021 Annual Legislative & Regulatory Update PART 2
|
|
19 Mar 2021
|
Salt Lake City Chapter - 2021 Legal Update
|
|
18 Mar 2021
|
Orange County Chapter - Recommendations for Plan Sponsors, Fiduciaries, and Service Providers From a Plaintiff’s Litigation Perspective
|
|
17 Mar 2021
|
Boise Chapter - ERISA Fiduciary Refresher and Update
|
|
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.
|
|
07 Dec 2020
|
RECORDED WEBINAR: Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
|
|
20 Nov 2020
|
RECORDED OC Webinar: Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
|
|
20 Nov 2020
|
RECORDED OC Webinar: Challenges & Opportunities: Evaluating the impact of pending DOL regulations on you and your clients
|
|
19 Nov 2020
|
RECORDED OC Webinar: Retirement Policy in a Pandemic
|
|
12 Nov 2020
|
Phoenix Chapter - Impact of Employee Health on Business Success
|
|
09 Nov 2020
|
RECORDED Webinar: Spooky Documents - Defined Contribution Plan Restatements
|
|
09 Nov 2020
|
RECORDED Webinar: New Retirement Plan Designs as a Result of the SECURE Act
|
|
09 Nov 2020
|
RECORDED Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
|
|
29 Oct 2020
|
ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
|
|
08 Oct 2020
|
Phoenix Chapter - Electronic Delivery of ERISA’s Participant Disclosures
|
|
24 Sep 2020
|
ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
|
|
17 Sep 2020
|
Orange County Chapter Webinar: Retirement Policy in a Pandemic
|
|
16 Sep 2020
|
Boise Chapter - How to Keep Your Plan Healthy in the Age of COVID-19
|
|
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
|
|
01 Jul 2020
|
RECORDED Webinar: More Strange but True Tales of 403(b) Plans
|
|
01 Jul 2020
|
RECORDED Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
|
|
25 Jun 2020
|
ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
|
|
04 Jun 2020
|
RECORDED PORT Webinar - Major Economic Headlines from 1Q 2020
|
|
28 May 2020
|
ONLINE Webinar: More Strange but True Tales of 403(b) Plans
|
|
30 Apr 2020
|
RECORDED OC -Best Practices for Changing Recordkeepers
|
|
30 Apr 2020
|
RECORDED DEN Webinar - The CARES Act- What You Need to Know About Retirement Plan Provisions
|
|
29 Apr 2020
|
Recorded WEBINAR: Deep Dive on RMDs
|
|
29 Apr 2020
|
RECORDED WEBINAR: ERISA Litigation Recent Hot Issues
|
|
29 Apr 2020
|
RECORDED SAC Webinar - Greater Tax Deferral Using Cash Balance Plans
|
|
26 Apr 2020
|
RECORDED WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
|
|
26 Apr 2020
|
RECORDED OC Webinar: Share Class Wars
|
|
22 Apr 2020
|
Sacramento Chapter Webinar - Greater Tax Deferral Using Cash Balance Plans
|
|
22 Apr 2020
|
RECORDED SD Webinar: Recent Developments
|
|
21 Apr 2020
|
RECORDED Webinar: COVID-19 - Helping Employees during the Pandemic
|
|
16 Apr 2020
|
Orange County Chapter Webinar: Share Class Wars
|
|
07 Apr 2020
|
ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
|
|
25 Mar 2020
|
Seattle Chapter - Quarterly Meeting
|
|
17 Mar 2020
|
ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
|
|
12 Mar 2020
|
Phoenix Chapter - Alternative Assets Held Within Qualified Plans
|
|
11 Mar 2020
|
Portland Chapter - Legislative Update & Legal Update
|
|
10 Mar 2020
|
Denver Chapter - Health and Welfare Update
|
|
25 Feb 2020
|
ONLINE WEBINAR: Deep Dive on RMDs
|
|
13 Feb 2020
|
Phoenix Chapter - How to Conduct an RFP for a Benefit Plan
|
|
11 Feb 2020
|
Denver Chapter - Economic Update
|
|
06 Feb 2020
|
Portland Chapter - The SECURE Act: Opening a Christmas Gift from Congress
|
|
22 Jan 2020
|
Seattle Chapter - Quarterly Meeting
|
|
22 Jan 2020
|
ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
|
|
21 Jan 2020
|
Boise Chapter - Capital Markets Update
|
|
16 Jan 2020
|
Portland Chapter - Defined Contribution ESG Panel
|
|
16 Jan 2020
|
Orange County: Retirement Plan Audits – Basics, Best Practices and Upcoming Changes
|
|
14 Jan 2020
|
Denver Chapter - Washington Shenanigans – A Look At Retirement Policy In DC
|
|
25 Nov 2019
|
RECORDED Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
|
|
24 Nov 2019
|
RECORDED Webinar:Ethics – The Fun Way!
|
|
21 Nov 2019
|
San Diego Chapter - Navigating the Distribution Correction Minefield
|
|
21 Nov 2019
|
Orange County: Navigating the Distribution Correction Minefield
|
|
19 Nov 2019
|
Portland Chapter - Half Day Retirement Seminar
|
|
19 Nov 2019
|
ONLINE Webinar:Ethics – The Fun Way!
|
|
14 Nov 2019
|
Seattle Chapter - Member Appreciation Event
|
|
14 Nov 2019
|
Phoenix Chapter - Distribution Dilemmas: Retirement Plan Hardships and Loans
|
|
13 Nov 2019
|
Sacramento Chapter - What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
|
|
13 Nov 2019
|
Denver Chapter - WP&BC/RMTRA: Learning & Libations
|
|
12 Nov 2019
|
San Francisco Chapter - CalSavers Retirement Plan
|
|
24 Oct 2019
|
RECORDED Webinar:Strange but True Tales of 403(b) Plans
|
|
03 Oct 2019
|
Portland Chapter - New Challenges for Plan Sponsors & Opportunities for Service Providers
|
|
01 Oct 2019
|
San Francisco Chapter - "Industry Networking" Membership Event
|
|
24 Sep 2019
|
ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
|
|
19 Sep 2019
|
Orange County: Update on ERISA litigation and Lessons Learned
|
|
12 Sep 2019
|
Phoenix Chapter - In the Blink of an Eye: Single Employer Plan to Multiple Employer Plan
|
|
12 Sep 2019
|
Denver Chapter - 2019 Denver Benefits Summit
|
|
10 Sep 2019
|
Portland Chapter - Member Appreciation Social and Wine Tasting Kick-Off
|
|
21 Aug 2019
|
ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
|
|
25 Jun 2019
|
RECORDED Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
|
|
25 Jun 2019
|
RECORDED Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
|
|
25 Jun 2019
|
RECORDED Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
|
|
25 Jun 2019
|
RECORDED Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
|
|
25 Jun 2019
|
RECORDED Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
|
|
25 Jun 2019
|
RECORDED Webinar:Mergers and Acquisitions: a Who’s the Employer Perspective.
|
|
14 May 2019
|
ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
|
|
28 Apr 2019
|
2019NAFE
|
|
25 Apr 2019
|
Portland Chapter - 2019 Spring Conference
|
|
23 Apr 2019
|
ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
|
|
09 Apr 2019
|
Denver Chapter - 2019 Legislative, Regulatory, and Litigation Outlook
|
|
04 Apr 2019
|
Seattle Chapter - Spring Seminar
|
|
28 Mar 2019
|
Phoenix Chapter - Workshop: Free Basics of ERISA Workshop
|
|
21 Mar 2019
|
Orange County: TARGET DATE FUNDS Where have we been, where are we now, where are we going…..
|
|
20 Mar 2019
|
ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
|
|
14 Mar 2019
|
Phoenix Chapter - Top 10 Employee Law Mistakes
|
|
12 Mar 2019
|
San Francisco Chapter - Economic Update
|
|
12 Mar 2019
|
Denver Chapter - Retirement Game-Changers
|
|
07 Mar 2019
|
Orange County Breakfast Forum: Navigating Pre-Approved Plan Documents
|
|
21 Feb 2019
|
Seattle Chapter - Quarterly Meeting
|
|
20 Feb 2019
|
ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
|
|
14 Feb 2019
|
Phoenix Chapter - What Ever Happened to that Plan with the Failure?
|
|
12 Feb 2019
|
Denver Chapter - 2019 Economic Update
|
|
07 Feb 2019
|
San Francisco Chapter - Legislative Update!
|
|
29 Jan 2019
|
ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
|
|
24 Jan 2019
|
Orange County Chapter: The 11th Annual ABCs of Pension Plans
|
|
17 Jan 2019
|
Orange County Breakfast Forum: Department of Labor Update - Keeping Current
|
|
16 Jan 2019
|
Portland Chapter - New Year Social & Wine Tasting
|
|
16 Jan 2019
|
San Diego Chapter - Department of Labor Update - Keeping Current
|
|
10 Jan 2019
|
Phoenix Chapter - What Lies Ahead for the US Economy?
|
|
08 Jan 2019
|
Denver Chapter - Post-Election Update: What Will Happen to Benefits?
|
|
31 Dec 2018
|
RECORDED Webinar: Safe Harbor 401(k) Plan Corrections - 2 CE
|
|
13 Dec 2018
|
Phoenix Chapter - Indexing: The Truth About Its Size and Impact presented by Brian J. Scott of Vanguard
|
|
13 Dec 2018
|
RECORDED Webinar: Ethics and Professional Responsibility - 2 CE
|
|
12 Dec 2018
|
Online Webinar: Ethics and Professional Responsibility - 2018
|
|
29 Nov 2018
|
Orange County Chapter: Legacy of the DOL Fiduciary Rule
|
|
29 Nov 2018
|
Denver Chapter - Specialty Session: Student Loan Repayment Benefit Features in 401(k) Plans
|
|
28 Nov 2018
|
Boise Chapter - Rethinking Retirement Plans - What's New, What Works & What You Should Know in Retirement Plan Design
|
|
18 Nov 2018
|
Recorded Webinar: Financing Health: Trends, Challenges and Opportunities - 1 CE
|
|
15 Nov 2018
|
Orange County Breakfast Forum: What You Need To Know To Insure Retirement Plan Risks: The Roles of Fiduciary Liability, Cyber, Crime & ERISA Bonds
|
|
14 Nov 2018
|
Seattle Chapter - Quarterly Meeting
|
|
14 Nov 2018
|
Phoenix Chapter - WP&BC Social Networking Event at Topgolf (Scottsdale)
|
|
14 Nov 2018
|
Portland Chapter - Half Day Retirement Conference
|
|
14 Nov 2018
|
Online Webinar: Financing Health: Trends, Challenges and Opportunities
|
|
14 Nov 2018
|
Portland Chapter - Half Day Health and Welfare Seminar
|
|
13 Nov 2018
|
Denver Chapter - Target Date Retirement Funds
|
|
08 Nov 2018
|
Recorded Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel - 1 CE
|
|
30 Oct 2018
|
Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
|
|
28 Oct 2018
|
RECORDED Webinar: An Update on ERISA Litigation - 2 CE
|
|
28 Oct 2018
|
RECORDED Webinar:RETIREMENT PLAN POLICY STATEMENTS - 1 CE
|
|
28 Oct 2018
|
RECORDED Webinar:403(b) Hot Topics (and that’s not an oxymoron) - 2 CE
|
|
28 Oct 2018
|
RECORDED Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms - 2 CE
|
|
28 Oct 2018
|
RECORDED Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan - 1 CE
|
|
28 Oct 2018
|
RECORDED Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans - 2 CE
|
|
11 Oct 2018
|
Phoenix Chapter - The Millennial Mindset: Understanding and Attracting the Next Generation presented by Dr. Nathan Harness professor at Texas A&M
|
|
10 Oct 2018
|
Portland Chapter - Investment Committee Best Practices
|
|
25 Sep 2018
|
San Francisco Chapter - "Industry Networking" Membership Event
|
|
20 Sep 2018
|
Orange County Breakfast Forum: Washington Update: Legal & Regulatory Update for Retirement Plan Professionals
|
|
18 Sep 2018
|
Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
|
|
13 Sep 2018
|
Phoenix Chapter - Successful Wellness Programs: Defining Comprehensive Well-Being in the Workplace presented by Randy M. Miller of WHEN
|
|
11 Sep 2018
|
Denver Chapter - Don’t be the Weakest Link! Protect Benefit Plans from Risk of Cybersecurity Attacks
|
|
06 Sep 2018
|
Seattle Chapter - Quarterly Meeting
|
|
23 Aug 2018
|
Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
|
|
18 Aug 2018
|
Orange County Breakfast Forum: Distributions Retirement Planning
|
|
19 Jun 2018
|
San Francisco Chapter Conference
|
|
12 Jun 2018
|
Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
|
|
20 May 2018
|
2018 NIPA Annual Forum and Expo (2018 NAFE)
|
|
02 May 2018
|
Portland - Spring Seminar 2018
|
|
26 Apr 2018
|
Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
|
|
26 Apr 2018
|
Denver Chapter - 2018 Denver Benefits Summit
|
|
20 Apr 2018
|
RECORDED Webinar: An Update on ERISA Litigation
|
|
19 Apr 2018
|
San Francisco Chapter - April Meeting
|
|
12 Apr 2018
|
Phoenix Chapter - Member Appreciation Event: Reading the Minds of Your Clients with The Nonverbal Advantage & Emotional Intelligence
|
|
27 Mar 2018
|
ONLINE Webinar: An Update on ERISA Litigation
|
|
21 Mar 2018
|
Sacramento Chapter - Disaster Relief and 5500 Changes
|
|
21 Mar 2018
|
Phoenix Chapter - FREE Basics of ERISA
|
|
16 Mar 2018
|
Salt Lake City Chapter - Dealing with IRS Exams and DOL Investigations
|
|
16 Mar 2018
|
San Diego Chapter - Breakfast with Benefits: Nightmare on TPA Street - Real Life EPCRS Case Studies You Just Can’t Make Up!
|
|
15 Mar 2018
|
Orange County Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!
|
|
13 Mar 2018
|
Denver Chapter - What’s New in Health Plan Compliance
|
|
12 Mar 2018
|
Portland Chapter - When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices
|
|
08 Mar 2018
|
Phoenix Chapter - Taking Good Care of the 401(k) Plan presented by T.J. Orr of Pinnacle Plan Design
|
|
07 Mar 2018
|
San Francisco Chapter - San Francisco Chapter Meeting: Legislative and Regulatory Update
|
|
28 Feb 2018
|
Orange County Technical Forum: RETIREMENT PLAN POLICY STATEMENTS
|
|
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: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
|
|
31 Dec 2017
|
Recorded Webinar - Defined Contribution Compliance Reboot
|
|
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: Negotiating Good Service Agreements
|
|
31 Dec 2017
|
RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
|
|
16 Nov 2017
|
Orange County Breakfast Forum: See No Policy, Hear No Policy, Speak No Policy: Washington Retirement Update on Tax Reform, Fiduciary Rule, and Lawsuits
|
|
14 Nov 2017
|
Denver Chapter - Target Date Retirement Funds
|
|
02 Nov 2017
|
Phoenix Chapter - Behavioral Finance
|
|
01 Nov 2017
|
Sacramento Chapter - Retirement Plan Issues in Mergers and Acquisitions?
|
|
24 Oct 2017
|
Denver Chapter - Members Networking Event: ViewHouse
|
|
20 Oct 2017
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Salt Lake City Chapter - The Modern Workplace: Attracting and Retaining Top Talent
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19 Oct 2017
|
Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
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|
18 Oct 2017
|
Portland Chapter - Update of the Healthcare Market in Oregon
|
|
17 Oct 2017
|
San Diego Chapter - Your 401(k) is NOT Okay: VCP Corrections for Incorrect Definition of Compensation and Other VCP Trends
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|
12 Oct 2017
|
Phoenix Chapter - Designated Fiduciary Roles and How to Select and Monitor Providers
|
|
11 Oct 2017
|
San Francisco Chapter - The Convergence of Health and Wealth-Unlocking the Power of Health Savings
|
|
10 Oct 2017
|
Denver Chapter - Breaking Down Student Loan Benefits
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|
15 May 2017
|
Phoenix Chapter - 2017 Spring Conference
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|
20 Apr 2017
|
Denver Chapter - 2017 Denver Benefits Summit
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|
30 Mar 2017
|
Online Webinar: Improve Plan Results
|
|
23 Mar 2017
|
Orange County Technical Lunch Forum: 403(b) Plans in 2017: Significant Issues and Trends
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|
23 Mar 2017
|
Boise Chapter - Incentives: What Works and What Doesn’t
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|
14 Mar 2017
|
Denver Chapter - DOL Fiduciary Rule
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|
09 Mar 2017
|
Phoenix Chapter - 60 Days into Trump Admin: Why Immigration Executive Order is Important to Employers
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|
21 Feb 2017
|
Orange County Technical Lunch Forum: Navigating the Form 5500 Nonsense
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|
09 Feb 2017
|
Phoenix Chapter - Controlled Groups presented by David Schultz of FIS Relius
|
|
08 Feb 2017
|
Portland Chapter - What's New Out of Washington, D.C.
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|
24 Jan 2017
|
Denver Chapter - Members-Only Specialty Session: Specialty Session: Taking A Closer Look at ESOPs
|
|
24 Jan 2017
|
Orange County Chapter: The 9th Annual ABCs of Pension Plans
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|
21 Jan 2017
|
Seattle Chapter - February Meeting
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|
20 Jan 2017
|
Salt Lake City Chapter - Will a Change in Presidents Mean Changes for Employee Benefits?
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|
19 Jan 2017
|
San Francisco Chapter -2017 Legal and Legislative Update for Employee Benefit Plans
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|
19 Jan 2017
|
Boise Chapter - Capital Markets Update: 2016 Review
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|
19 Jan 2017
|
Orange County Breakfast Forum: What the DOL Expects of Auditors and What Can Go Wrong
|
|
17 Jan 2017
|
Seattle Chapter - Market/Economic Update
|
|
12 Jan 2017
|
Portland Chapter - New Year Social & Wine Tasting
|
|
12 Jan 2017
|
Phoenix Chapter - Economic Update
|
|
10 Jan 2017
|
Denver Chapter - WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
|
|
15 Dec 2016
|
Online Webinar: Ethics for TPAs and Other Professionals
|
|
06 Dec 2016
|
Los Angeles Chapter - Common 401(k) Plan Errors
|
|
01 Dec 2016
|
Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
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|
17 Nov 2016
|
Orange County Breakfast Forum: Recognizing and Avoiding Pitfalls When Changing Record keepers
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|
10 Nov 2016
|
San Francisco Chapter - "California Secure Choice" - California Retirement Savings Plan
|
|
09 Nov 2016
|
Portland Chapter - Half Day Retirement Conference
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|
09 Nov 2016
|
Portland Chapter - Half Day Health and Welfare Conference
|
|
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
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|
20 Oct 2016
|
Phoenix Chapter - Monthly Luncheon: Monthly Luncheon: Ten Years After
|
|
20 Oct 2016
|
Orange County Breakfast Forum: Mergers and Acquisition Issues - What Affect Does It Have on Your Clients?
|
|
18 Oct 2016
|
San Francisco Chapter - WP&BC SF "Field Trip" - Recology Tour of San Francisco
|
|
18 Oct 2016
|
Seattle Chapter - ACA - Reporting, Compliance and Helpful Tips for Year 2 and Beyond
|
|
12 Oct 2016
|
Portland Chapter - Financial Wellness
|
|
11 Oct 2016
|
Denver Chapter - The 401 on Fee Benchmarking and Retirement Readiness
|
|
23 Sep 2016
|
Los Angeles Chapter - Fall Conference - Let’s Make America Save Again
|
|
22 Sep 2016
|
Denver Chapter - Members Networking Event: Eddie Merlot's
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|
23 Aug 2016
|
Online Webinar: Save More Tomorrow
|
|
19 May 2016
|
Phoenix Chapter - Member Appreciation Event: The Magic of Math
|
|
17 May 2016
|
San Diego Chapter - On Demand Seminar: Financial Statement Audits of Employee Benefit Plans: A Survival Guide
|
|
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?
|
|
28 Apr 2016
|
Orange County Technical Lunch Forum: Technical Lunch Forum: ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES – BUT WERE AFRAID TO ASK
|
|
28 Apr 2016
|
Phoenix - 2016 Spring Conference
|
|
28 Apr 2016
|
Denver Chapter - 2016 Denver Benefits Summit
|
|
21 Apr 2016
|
Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
|
|
21 Apr 2016
|
Orange County Breakfast Forum: State-Sponsored Savings and Retirement Plans for Private Employers
|
|
19 Apr 2016
|
San Diego Chapter - April Lunch Meeting: Leaders Share Their Perspective
|
|
24 Mar 2016
|
On Demand Seminar: "Advocating for the Elderly: An Examination of Evolving Issues in Elder Care"
|
|
23 Mar 2016
|
Online Webinar: Cybersecurity
|
|
16 Mar 2016
|
Sacramento Chapter - Health Care Update
|
|
10 Mar 2016
|
Phoenix Chapter - Monthly Luncheon: Health and Welfare Plan Audits Conducted by the DOL presented by TBD DOL Employee
|
|
09 Mar 2016
|
Portland Chapter - Improving Retirement Readiness with Auto Enrollment and Escalation
|
|
08 Mar 2016
|
Denver Chapter - ERISA Litigation – A Plaintiff’s Perspective vs. a Defendant’s Perspective
|
|
04 Mar 2016
|
Portland - Spring Seminar 2016
|
|
18 Feb 2016
|
Online Webinar: Risk Management for Retirement Benefits Professionals
|
|
18 Feb 2016
|
Denver - Economic Update
|
|
18 Feb 2016
|
Orange County Breakfast Forum: DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products
|
|
27 Jan 2016
|
Online Webinar: The ESOP Exit Option – Benefits and Advantages
|
|
21 Jan 2016
|
San Francisco Chapter - Legislative Update
|
|
21 Jan 2016
|
Orange County: The 8th Annual ABCs of Pension Plans
|
|
14 Jan 2016
|
Orange County Breakfast Forum: Plan Audit Quality - Top DOL Initiative!
|
|
13 Jan 2016
|
Portland Chapter - The Secret to a Happier, More Productive Workplac
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|
12 Jan 2016
|
Denver Chapter - Executive Compensation Trends in Public and Private Companies
|
|
10 Dec 2015
|
Portland Chapter - Network Event/Holiday Social
|
|
10 Dec 2015
|
Portland Chapter - Networking Event
|
|
10 Dec 2015
|
Phoenix Chapter - Yes, Virginia, there is a Cyber Clause! Data Privacy and Security Topics for Employee Benefit Plans
|
|
10 Dec 2015
|
ONLINE WEBINAR: Ethics for TPAs and Other Professionals
|
|
09 Dec 2015
|
Boise Chapter - Getting Prepared For An Audit
|
|
08 Dec 2015
|
Denver Chapter - December Luncheon: Exposed: Tragedy and Triumph in Mountain Climbing
|
|
19 Nov 2015
|
Orange County Breakfast Forum: Best Behavioral Practices To Solve the DC Outcomes Crisis
|
|
18 Nov 2015
|
Sacramento Chapter - Compliance Panel
|
|
17 Nov 2015
|
Seattle Chapter - Revitalizing your benefit strategy – An innovation in retirement plan design
|
|
11 Nov 2015
|
Portland Chapter - Half Day Health, Welfare & Benefits Symposium
|
|
10 Nov 2015
|
San Francisco Chapter - Addressing Risk in Retirement Plans - Perspectives for Pension Plan Sponsors and 401(k) Plan Participants
|
|
10 Nov 2015
|
Denver Chapter - ACA — Employer Reporting
|
|
05 Nov 2015
|
Phoenix Chapter - Washington Update
|
|
05 Nov 2015
|
Boise Chapter - Culture From the "Gut"
|
|
03 Nov 2015
|
Portland Chapter - Half Day Health, Welfare & Benefits Symposium
|
|
23 Oct 2015
|
Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
|
|
22 Oct 2015
|
San Diego Chapter - Mergers & Acquisitions and Multiple/Multi-Employer Plans
|
|
21 Oct 2015
|
Sacramento Chapter - Cash Balance Basics
|
|
21 Oct 2015
|
Portland Chapter - Affordable Care Act Update, Panel Discussion
|
|
20 Oct 2015
|
Seattle Chapter - October Meeting
|
|
23 Sep 2015
|
Phoenix Chapter - Seminar On Demand: Cash Balance Plans: Interest Crediting Rates Explained
|
|
23 Sep 2015
|
Los Angeles Chapter - Fall Conference - Be Informed, Be Strategic, and Be Connected
|
|
22 Sep 2015
|
Online Webinar: Pension De-Risking – Where Do We Stand Now?
|
|
17 Sep 2015
|
Denver Chapter - Members Networking Event: Eddie Merlot's
|
|
17 Sep 2015
|
Orange County Breakfast Forum: The Supreme Court’s Decision in Tibble v. Edison International
|
|
16 Sep 2015
|
Sacramento Chapter - Annual Social Event!
|
|
16 Sep 2015
|
Phoenix Chapter - Prohibited Transactions: Who, What, Why, & Why Not
|
|
15 Sep 2015
|
San Francisco Chapter - Chapter Meeting
|
|
15 Sep 2015
|
San Diego Chapter - Risk Management for Retirement Benefits Professionals
|
|
15 Sep 2015
|
Seattle - Congress and Employee Benefits Activity: Update and Outlook
|
|
08 Sep 2015
|
Denver Chapter - Ethics and Professionalism in Employee Benefits
|
|
25 Jun 2015
|
Denver Chapter: 1st Annual Members Only Signature Event: Networking Program and Rockies Game
|
|
09 Jun 2015
|
Online Webinar: Health Plans and Beyond
|
|
02 Jun 2015
|
San Francisco - Field Trip - Wells Fargo History Museum
|
|
20 May 2015
|
Online Webinar: ERISA in the Courts: Developments in Fiduciary Litigation
|
|
20 May 2015
|
2015 Capital Forum on Pensions
|
|
19 May 2015
|
Orange County Breakfast Forum: The New Proposed Fiduciary Conflict of Interest Rule - How Will It Affect Financial Advisors?
|
|
15 May 2015
|
Salt Lake City - 2015 Spring Seminar
|
|
14 May 2015
|
San Diego - Seminars on Demand: Ethics
|
|
13 May 2015
|
San Francisco - WP&BC San Francisco 2015 Spring Conference
|
|
29 Apr 2015
|
Online Webinar: Cybersecurity: Is Your Sensitive Data Protected?
|
|
22 Apr 2015
|
Seattle - The 2015 Spring Seminar! Thriving on Change
|
|
21 Apr 2015
|
San Diego - Does your Employee Benefit Plan benefit more Employees than you thought it did?
|
|
21 Apr 2015
|
Denver Chapter - 2015 Denver Benefits Summit
|
|
16 Apr 2015
|
Orange County Breakfast Forum: IRS's Voluntary Closing Agreement Program -- When EPCRS Just Isn't Good Enough
|
|
01 Apr 2015
|
Fiduciary Education with with the Department of Labor (DOL)
|
|
25 Mar 2015
|
San Francisco - SILICON VALLEY SPRING CONFERENCE
|
|
19 Mar 2015
|
San Francisco - Chapter Meeting
|
|
19 Mar 2015
|
Orange County Breakfast Forum: ERISA Litigation Update 2015 - Order in the Court!
|
|
18 Mar 2015
|
Online Webinar: Voluntary Fiduciary Correction Program (VFCP) with the DOL
|
|
17 Mar 2015
|
Seattle - The Interaction of Employer-Provided Health Plans with Marketplace Coverage, COBRA and Medicare
|
|
11 Mar 2015
|
Portland - Regulatory Update - DC, DB & HW Plans
|
|
11 Mar 2015
|
Phoenix - Seminar On Demand: Washington Update: "What You Need to Know"
|
|
10 Mar 2015
|
Denver - Winning Strategies for Collecting Social Security Benefits
|
|
06 Mar 2015
|
Orange County Technical Lunch Forum: FEE DISCLOSURE: Issues, Solutions & Opportunities
|
|
02 Mar 2015
|
Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
|
|
25 Feb 2015
|
San Francisco - Field Trip - Wells Fargo History Museum
|
|
25 Feb 2015
|
Fiduciary Education with the Department of Labor (DOL)
|
|
17 Feb 2015
|
San Diego - Health & Welfare
|
|
17 Feb 2015
|
Seattle - Monthly Meeting
|
|
12 Feb 2015
|
Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
|
|
10 Feb 2015
|
Denver - Economic Update
|
|
05 Feb 2015
|
Phoenix - Economic Update presented by Dean Martin
|
|
04 Feb 2015
|
Online Webinar: Nondiscrimination Testing in DC Plans – Beyond the Basics
|
|
28 Jan 2015
|
Portland - Retirement Plan Symposium
|
|
21 Jan 2015
|
Los Angeles - How to Position Your Benefit Plans in 2015
|
|
20 Jan 2015
|
San Diego - January Lunch Meeting: ERISA Litigation & Washington Update
|
|
20 Jan 2015
|
Orange County Breakfast Forum: Avoiding Common Pitfalls in the Plan Restatement Process
|
|
20 Jan 2015
|
Seattle - Monthly Meeting
|
|
15 Jan 2015
|
Orange County: The 7th Annual ABCs of Pension Plans
|
|
14 Jan 2015
|
San Francisco - Chapter Meeting
|
|
14 Jan 2015
|
Boise - Capital Markets Update: 2014 Review
|
|
14 Jan 2015
|
Portland - Retirement Plan Symposium
|
|
14 Jan 2015
|
Sacramento - Health Care Reform Update
|
|
13 Jan 2015
|
Denver - Employee Benefit Issues in Mergers & Acquisitions
|
|
08 Jan 2015
|
Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
|
|
10 Dec 2014
|
ONLINE WEBINAR: Ethics for TPAs and Other Professionals
|
|
09 Dec 2014
|
Denver - December Luncheon: A Celebration of 50 Years of Colorado Wilderness
|
|
21 Nov 2014
|
Salt Lake City - Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
|
|
20 Nov 2014
|
Orange County Breakfast Forum: Excessive Fee Litigation - From the Plaintiff's Point of View
|
|
20 Nov 2014
|
Seattle - Monthly Meeting
|
|
19 Nov 2014
|
Denver - Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues
|
|
19 Nov 2014
|
Boise - An Employer's Guide to Same-Sex Marriage
|
|
18 Nov 2014
|
San Diego - November Lunch Meeting: Come out and hear what's new with the IRS
|
|
18 Nov 2014
|
Los Angeles - Internal Controls, Best Practices for the Plan Committee and Top Audit Issues
|
|
18 Nov 2014
|
Seattle - Monthly Meeting
|
|
18 Nov 2014
|
Seattle - Monthly Meeting
|
|
18 Nov 2014
|
Phoenix - Seminar On Demand: Recently Passed Defined Benefit Regulations and the Impact on Cash Balance Plans
|
|
13 Nov 2014
|
Online Webinar: The Current State of the LTCi Industry
|
|
12 Nov 2014
|
Portland - Affordable Care Act Update, presented by Christine Moehl
|
|
11 Nov 2014
|
Denver - An Analysis of Investor Behavior
|
|
06 Nov 2014
|
Phoenix - Monthly Luncheon - Benefits and ERISA: Washington Update presented by Ron Triche, Director of Government Affairs for ASPPA
|
|
05 Nov 2014
|
Sacramento - Will the DOL be Knocking at YOUR Client’s Door?
|
|
05 Nov 2014
|
San Francisco - Industry Perspectives: A Discussion with Service Providers
|
|
29 Oct 2014
|
Online Webinar: Roth Accounts and Conversions - Trick or Treat?
|
|
23 Oct 2014
|
San Diego - Greater Tax Savings Using Cash Balance Plans
|
|
21 Oct 2014
|
Seattle - Monthly Meeting
|
|
16 Oct 2014
|
Orange County Breakfast Forum: Benchmarking Service Provider Fees and Services
|
|
14 Oct 2014
|
Denver - Practical PPACA
|
|
02 Oct 2014
|
Phoenix - Monthly Luncheon - What Employers and Advisors need to know NOW about Health Care Reform
|
|
30 Sep 2014
|
Seattle - Member Appreciation Networking Event
|
|
25 Sep 2014
|
Sacramento - Kickoff Social Event!
|
|
19 Sep 2014
|
Salt Lake City - Lunch Meeting: Legal Update: You Can’t Do That Anymore
|
|
18 Sep 2014
|
San Diego - From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs
|
|
18 Sep 2014
|
Boise - The Dogged Dogmas: Five Common Management Practices Dispelled by New Research
|
|
18 Sep 2014
|
Orange County Breakfast Forum: Washington Update: Legislation and Regulation Changes in Retirement Plans
|
|
16 Sep 2014
|
San Francisco - McNuggets: A Quick Glance at Voluntary Correction Programs (VCPs); Next Generation Communications; and Recent Happenings with the IRS and DOL
|
|
16 Sep 2014
|
San Francisco - Silicon Valley Fall Conference Gearing Up for 2015
|
|
27 Jul 2014
|
2014 Western Benefits Conference
|
|
15 May 2014
|
Orange County Breakfast Forum: Breakfast Forum: Fiduciary Definition Guidance
|
|
13 May 2014
|
Denver - Maximizing Employer Contributions – Cash Balance and Other Defined Benefit Plan Designs
|
|
13 May 2014
|
Boise - 2nd Annual WP&BC Boise Spring Seminar
|
|
06 May 2014
|
Portland - Spring Seminar - Going for Gold
|
|
30 Apr 2014
|
Online Webinar: IRS Webinar for Retirement Plans
|
|
25 Apr 2014
|
San Francisco - WP&BC SF "Field Trip" Peet's Coffee & Tea Emeryville
|
|
23 Apr 2014
|
Portland - Member Appreciation Night
|
|
23 Apr 2014
|
Seattle - Spring Seminar! Benefits Journey: Fundamentals to Expertise
|
|
22 Apr 2014
|
San Diego - April Lunch Meeting: Washington Update
|
|
22 Apr 2014
|
WP&BC Denver Chapter - 2014 Denver Benefits Summit
|
|
17 Apr 2014
|
Phoenix - Monthly Luncheon: Driving Smarter Participant Decisions presented by Stuart L. Ritter, Senior Financial Planner of T. Rowe Price Associates, Inc.
|
|
17 Apr 2014
|
Orange County Breakfast Forum: Avoiding Common Audit Pitfalls
|
|
07 Apr 2014
|
San Francisco - Chapter Meeting with The Commonwealth Club
|
|
25 Mar 2014
|
Online Webinar: Behavioral Perspectives in Plan Design Consultation: Change the Retirement Futures of Employees & Help Plan Sponsors Pass Their Tests!
|
|
20 Mar 2014
|
Phoenix - Current Issues for Retirement Plan, Plan Sponsor Views and Expecteed Action in 2014" presented by Thomas A. Swain of BPS&M, LLC
|
|
11 Mar 2014
|
San Francisco - McNuggets: Several Current Topics to be Presented
|
|
11 Mar 2014
|
Denver - Executive Compensation: Nonqualified Plans and Incentive Arrangements
|
|
21 Feb 2014
|
Salt Lake City - Ethical Leadership
|
|
20 Feb 2014
|
Phoenix - Monthly Luncheon: Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
|
|
20 Feb 2014
|
Orange County Breakfast Forum: ERISA Litigation
|
|
18 Feb 2014
|
San Diego - February Lunch Meeting: Surviving DOL Service Provider Investigations
|
|
11 Feb 2014
|
Denver - 2014 Economic Update
|
|
05 Feb 2014
|
Orange County: Technical Lunch Forum: ASPPA Regional Conference Roundtable
|
|
30 Jan 2014
|
Sacramento - An Update on Health Care Reform: Strategies for Compliance!
|
|
28 Jan 2014
|
Denver - Speciality Session: In-plan Roth Rollovers and Transfers
|
|
22 Jan 2014
|
San Francisco - Washington & Regulatory Update
|
|
21 Jan 2014
|
San Diego - Ethics
|
|
21 Jan 2014
|
Orange County Breakfast Forum: DOL Confidential
|
|
21 Jan 2014
|
Seattle - Monthly Meeting - Empowering Employees to Shop for Healthcare Services
|
|
14 Jan 2014
|
Phoenix - Economic Update
|
|
14 Jan 2014
|
Denver - The Great Target Date Debate – To Versus Through Philosophies
|
|
18 Dec 2013
|
ONLINE WEBINAR: Ethical Issues for Practitioners
|
|
12 Dec 2013
|
Phoenix - Hiring, Firing and Monitoring 401(k) Service Providers
|
|
11 Dec 2013
|
Portland -Brown Bag Session: Current Developments in Pension & Benefits
|
|
11 Dec 2013
|
San Diego - Seminar on Demand: DB/DC Plan Design and Compliance
|
|
10 Dec 2013
|
Denver - Don’t Wait Until Retirement to Live a Life of Interest
|
|
21 Nov 2013
|
Phoenix - Benefits and ERISA: Washington Update
|
|
21 Nov 2013
|
Orange County - Breakfast Forum: Target Date Fund Guidance
|
|
19 Nov 2013
|
San Diego - ERISA Litigation
|
|
19 Nov 2013
|
ONLINE WEBINAR: THE IMPACT OF DOMA
|
|
19 Nov 2013
|
Seattle - Monthly Meeting - Making ACOs work for large employers
|
|
15 Nov 2013
|
Salt Lake City - Tales From the 403(b) Battlefield
|
|
13 Nov 2013
|
Orange County: Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks
|
|
13 Nov 2013
|
Portland - Pension & Retirement Symposium
|
|
12 Nov 2013
|
San Francisco - Health & Welfare Benefits: PPACA Panel Discussion
|
|
12 Nov 2013
|
Denver - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
|
|
12 Nov 2013
|
Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures
|
|
05 Nov 2013
|
ONLINE WEBINAR: DOL Investigation Triggers and Targeting Techniques
|
|
04 Nov 2013
|
Portland - Heath, Welfare And Benefits Emphasis
|
|
22 Oct 2013
|
San Diego - October Lunch Meeting: Economic Update
|
|
17 Oct 2013
|
Phoenix - DOL Confidential - Understanding Retirement Plan Investigations
|
|
17 Oct 2013
|
Orange County Breakfast Forum: Breakfast Forum: EPCRS Corrections Workshop
|
|
09 Oct 2013
|
Portland - Brown Bag Session on Actuarial Topic
|
|
02 Oct 2013
|
San Francisco - Chapter Meeting
|
|
24 Sep 2013
|
Boise - Overview of the Voluntary Fiduciary Compliance Program (VFCP)
|
|
20 Sep 2013
|
Salt Lake City- Chapter Meeting
|
|
19 Sep 2013
|
Phoenix - A Dozen Different Distractions
|
|
18 Sep 2013
|
Orange County Breakfast Forum: Legislative and Regulatory Update with Stephen Forbes
|
|
17 Sep 2013
|
San Diego - DOMA Decision Details, Directives, and Discussion
|
|
17 Sep 2013
|
SEATTLE - Monthly Meeting - Gamechange 2014: Preparing Your Health Plans for 2014
|
|
10 Sep 2013
|
Denver - Chapter Meeting Lunch
|
|
19 Jun 2013
|
Sacramento - 2013 Capital Forum on Pensions
|
|
23 May 2013
|
Phoenix - Member Appreciation Event
|
|
23 May 2013
|
Orange County - Breakfast Forum
|
|
21 May 2013
|
Seattle - Monthly Meeting
|
|
17 May 2013
|
Salt Lake City - Spring Seminar
|
|
14 May 2013
|
Denver - Chapter Meeting Lunch
|
|
09 May 2013
|
Phoenix - 2013 Spring Conference
|
|
08 May 2013
|
Orange County - Webinar: Circular 230 Overviews
|
|
01 May 2013
|
Portland-Spring Seminar-The Perfect Storm is Upon Us
|
|
23 Apr 2013
|
Seattle - The 2013 Spring Seminar
|
|
23 Apr 2013
|
Denver - ERISA Update
|
|
18 Apr 2013
|
Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
|
|
18 Apr 2013
|
Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
|
|
18 Apr 2013
|
Orange County - Breakfast Forum - Participant Behavior and What It Means to Maximizing Retirement
|
|
16 Apr 2013
|
San Diego - April Lunch Meeting
|
|
28 Mar 2013
|
San Diego - Webinar: Multiple Employer Plans
|
|
21 Mar 2013
|
Phoenix - EPCRS Panel Discussion
|
|
21 Mar 2013
|
Orange County - ERISA Litigation Update 2012/2013
|
|
20 Mar 2013
|
Portland-Post-Reform Healthcare Systems: Corporate and Private Exchange Options
|
|
20 Mar 2013
|
ONLINE WEBINAR: Prescription Drug Management (PBM) Transparency: Fact or Fiction?
|
|
19 Mar 2013
|
Seattle - Private Exchanges: Two Leading and Innovative Approaches
|
|
15 Mar 2013
|
Salt Lake City- Chapter Meeting
|
|
13 Mar 2013
|
San Francisco - Pension Nuggets: A Quick Glance at Risk, Inflation & Audits
|
|
12 Mar 2013
|
Denver - Chapter Meeting Lunch
|
|
21 Feb 2013
|
Orange County-New EPCRS Procedures
|
|
19 Feb 2013
|
San Diego-February Lunch Meeting-ERISA Litigation Update
|
|
15 Feb 2013
|
Salt Lake City-Chapter Meeting
|
|
13 Feb 2013
|
DENVER-Chapter Meeting Lunch
|
|
13 Feb 2013
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Portland-Target Date Funds
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12 Feb 2013
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SEATTLE-Monthly Meeting
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05 Feb 2013
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Orange County-Technical Lunch Forum
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29 Jan 2013
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Orange County-Breakfast Forum
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23 Jan 2013
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ONLINE WEBINAR- Cross-Testing with Charles Lockwood of ACSi-NIPA & ASPPA CEU's Available!
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18 Jan 2013
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Salt Lake City-Chapter Meeting
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17 Jan 2013
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PHOENIX-Monthly Luncheon- "Economic Update" presented by Jim Rounds of Elliott D. Pollack and Company
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16 Jan 2013
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Boise-2012 Market Overview
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16 Jan 2013
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Sacramento-Health Care Reform, Post Election Impacts
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15 Jan 2013
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San Diego-January Lunch Meeting
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15 Jan 2013
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SEATTLE-Monthly Meeting
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09 Jan 2013
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Portland-The Language of Fees
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09 Jan 2013
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DENVER-Chapter Meeting Lunch
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09 Jan 2013
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Orange County-Full Day Seminar-The ABC's of Pension Law
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13 Dec 2012
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Boise-Sophisticated Investments in a 401(k) Plan
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12 Dec 2012
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PHOENIX-A Peek inside; Participant behavior and what it means to maximize retirement.
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12 Dec 2012
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Portland-Post-Election Positioning in the Economy and Markets
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11 Dec 2012
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DENVER-Lunch Meeting-Under the Influence of Stress
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27 Nov 2012
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SEATTLE-Monthly Meeting-Income For Life: Hyperbole, Realities, Hopes and Outcomes
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15 Nov 2012
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Orange County-Breakfast Forum-TBA
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14 Nov 2012
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San Francisco-An Emerging Concern: CyberCrime and the Employee Retirement Plan
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14 Nov 2012
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ONLINE WEBINAR-Fee Disclosures...Now What? with James C. Paul, J.D., NIPA & ASPPA CEU's Available!
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14 Nov 2012
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Portland- Prescription Drug Management (PBM) Transparency: Fact or Fiction?
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19 Oct 2012
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Salt Lake City-Things I Know Now As A Lawyer ... That I Wish I Knew Then As An Administrator
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18 Oct 2012
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Orange County-Breakfast Forum: Service Provider and Participant Fee Disclosures
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17 Oct 2012
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Sacramento-When Do Retirement Plan Investments Generate Taxable Income? Avoiding Unpleasant Surprises.
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16 Oct 2012
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San Diego-Economic Outlook and the Impact of the Upcoming Presidential Election.
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16 Oct 2012
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SEATTLE-Reforming Company Health with Consumerism and Health Management
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10 Oct 2012
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Portland- Five Tips to Survive the Overwired World
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09 Oct 2012
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Boise-Group Benefits Collide with Timeless Motivational Theories
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27 Sep 2012
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DENVER-Annual Networking Event
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27 Sep 2012
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DENVER-"Employer Group Health Care for 2013 and Beyond."
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