Events

We display all Western Pension & Benefits Council Events on this page. Registration for individual chapters can be found by following the link for registration provided. Please check with each chapter regarding their individual refund policies for events.

Western Pension & Benefits Council Governing Board Only Events refund policy
If a cancellation occurs at least 24 hours prior to the event, the attendee may allocate this registration to another upcoming event. Please send an email to request this to mailto:office@westernpension.org

View the CE credits we offer here.

Upcoming events

    • 20 Apr 2018
    • (PDT)
    • 30 Jun 2018
    • (PDT)
    • RECORDED WEBINAR
    Register
    RECORDED WEBINAR: 

    Where are we now?  

    An Update on ERISA Litigation


    The Presentation:


    Brad Huss will discuss the current issues facing plan sponsors and fiduciaries in the courts.  Topics will include 401(k) fee lawsuits, 403(b) plan lawsuits, employer stock cases and the evolving remedies available to ERISA plan participants in benefit claims and fiduciary breach cases.

    • How are the courts deciding these cases?
    • What are the latest trends in claims by plaintiffs?
    • Are there plan provisions that can assist in defending litigation?

      The Speaker: Brad Huss

      Brad Huss has been practicing in the employee benefits field for forty years, and his practice is primarily in the areas of ERISA litigation, fiduciary responsibility matters, qualified pension and profit sharing plans and Department of Labor investigations.

      Brad serves as a private mediator in ERISA litigation matters and has been appointed as an Alternative Dispute Resolution Neutral in over sixty ERISA cases by the United States District Court for the Northern District of California. Brad has also been appointed as a Special Master in an ERISA case by the United States District Court for the District of Idaho.

      Brad has been listed by Best Lawyers in America® for Employee Benefits (ERISA) Law and ERISA Litigation continually since 1995 and was named Lawyer of the Year for 2013 in ERISA Litigation in San Francisco. Brad has been listed as a Top Rated Employee Benefits Attorney in San Francisco by Super Lawyers since 2004. Brad has also been selected by Super Lawyers Magazine as one of the “Top 100 Attorneys” in Northern California in 2007-2009 and 2013-2018.


      Continuing Education: 2 CE

      ASPPA   CEBS   CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      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 Marti Hack directly at webinars@westernpension.org.

      This webinar is brought to you by Sunwest Pensions




      • 26 Apr 2018
      • 7:15 AM - 4:00 PM (MDT)
      • Charles Schwab, 10000 Bellwether Lane, Second Floor, Lone Tree, Colorado 80124


      The Denver chapter of the Western Pension & Benefits Council is proud to present the 2018 Denver Benefits Summit, an all-day conference with multiple speakers and breakout sessions.


      More Information

      • 26 Apr 2018
      • 10:00 AM - 11:00 AM (PDT)
      • ONLINE WEBINAR
      Register
      ONLINE WEBINAR: 

      RETIREMENT PLAN POLICY STATEMENTS

      Are your Clients' Plans Correct?

      Thursday, April 26, 2018  10:00 am - 11:00 am PST


      An in-depth look at the role of written policy statements in carrying out Fiduciary Best Practices

      • ·       What documented policies are important for fiduciary protection of 401(k) and 403(b) plans?
      • ·       How do these policies protect the plan fiduciaries
      • ·       What should be in these policies?
      • ·       Is there a risk to having written policy statements?

      Our Speaker:

      Stuart Hack, CLU, JD is a Partner with Sunlin Consulting LLC and Vice President of Sunlin Consulting Investment Advisory Services LLC. He advises qualified plan sponsors and record keepers on fiduciary liability exposure management. He designs, implements and monitors fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions. Stuart also designs and manages ERISA 3(38) fiduciary solutions that record keepers offer to participant-directed defined contribution plan sponsors and financial advisors. His experience includes over 30 years as CEO of a benefits consulting and registered investment advisory firm and the co-founder of a daily recordkeeping service provider. He currently serves on the Board and was past President of the Orange County chapter of the Western Pension & Benefits Council.


      Who Should Attend:

      Financial Advisors who want to understand the role of written policy statements for fiduciary protection for plan sponsors and for effective plan operation

      Plan Fiduciaries who want to maximize their fiduciary liability protection and plan effectiveness

      Service Providers third-party administrators and accountants who want to know more about the importance of written policy statements for plan sponsiors.

      All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals.


      Continuing Ed:

      1 CE for AIF Certification (pending)

      1 CE for ASPPA certifications

      1 CEC for NIPA certifications

      1 CPE for CEBS

      1 CE for JBEA

      1 hour MCLE for California attorneys

      1 hours for California CPAs

      1 hours for Certified Financial Planners (pending)

      1 hour for ERPA and Enrolled Agents


      Cost: $35 for members, $50 for non-members. 
      AFTER APRIL 24  $60 for Members , $75 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:



      • 02 May 2018
      • 7:30 AM - 5:00 PM
      • Oregon Convention Center



      Portland - Spring Seminar 2018


      More Information



      • 20 May 2018
      • 8:00 AM
      • 23 May 2018
      • 8:00 PM
      • The Cosmopolitan of Las Vegas


      2018 NIPA Annual Forum and Expo (2018 NAFE)

      Western Pension & Benefits Council (WP&BC) is pleased to announce a new annual conference partnership for 2018!

      WP&BC and NIPA (National Institute of Pension Administrators) jointly will host the NAFE (NIPA Annual Forum and Expo) at The Cosmopolitan Hotel in Las Vegas on May 20-23. WP&BC will expand NAFE’s already robust retirement-focused conference agenda to include other benefits topics including Health and Welfare and Executive Compensation topics. Extensive networking opportunities will be available in the evenings and throughout the day, along with an exhibit hall for sponsors.
       
      The Governing Board of WP&BC is very excited about this partnership and we hope our members will embrace a fresh conference approach that includes: better technology support and remote access, a history of well-attended and well-executed conferences, and a venue that has proven popular with our attendees across the West. 


      • 19 Jun 2018
      • 12:30 PM - 4:30 PM
      • SPUR Urban Center, San Francisco



      San Francisco Chapter Conference

      • 31 Dec 2018
      • 10:00 AM - 12:00 PM (PST)
      • ONLINE WEBINAR
      Register
      RECORDED 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


        

      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 2018
      • 10:00 AM - 12:00 PM (PST)
      • RECORDED WEBINAR
      Register
      RECORDED WEBINAR: 

      Safe Harbor 401(k) Plan Corrections  


      The Presentation:

      Safe Harbor 401(k) plans have become one of the more popular retirement plans for both large and small employers. The Safe Harbor 401(k) plan not only provides the means to simplify nondiscrimination testing but also allows small employers to improve its ability to achieve disparity in contributions for highly compensated employers. The benefits of the Safe Harbor 401(k) plan come with a price: required contributions, notice requirements, timing of contributions, vesting requirements, timing of adoption of plan amendments, compensation, plan provisions, and more. Unfortunately, these additional requirements bring increased opportunities for employer and administrative mistakes. Such mistakes may lead to serious tax consequences and employer costs.


      In this webcast, we will identify many of the failures that are unique to Safe Harbor 401(k) plans and the unique methods and options for correction. We also will address correction approaches to several of the more difficult errors for which the IRS has not identified a correction method. Furthermore, we will help practitioners weigh the benefits and risks associated with self-correction vs. filing a VCP application with the IRS. Come join us for this webcast where will discuss this important and timely topic.

      • Failure to provide the Safe Harbor notice
      • Safe Harbor 401(k) contribution failure
      • Self-correction vs. VCP application
      • Calculating earnings on correction of Safe Harbor 401(k) contributions
      • Can a Safe Harbor 401(k) plan adopt a retroactive corrective amendment (11(g) amendment)?
      • Improper exclusion in a Safe Harbor 401(k) plan

      The Speaker: Stephen Forbes

      Stephen is an ERISA attorney and educator with 32 years of experience practicing and teaching in the retirement plan area. Stephen recently returned from a three-year sabbatical where he presided over a mission for his church. Previously, Mr. Forbes was vice president of SunGard Relius in charge of Relius Education. At SunGard, he taught seminars, conferences and web seminars on retirement plan compliance, design and correction. He also helped draft qualified plan, 403(b), 457(b), 409A and IRA documents and other forms. He was the author of all of the editions of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes came to SunGard in the acquisition of Pension Publications of Denver, Inc. where he served as Vice President. Previous to working for PPD, he was a Tax Law Specialist at the National Office of the Internal Revenue Service (Employee Plans Division) where he worked with Master/Prototype Plans, trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 


      After receiving his bachelor’s degree, He graduated from Willamette College of Law. He then went on to obtain a Masters of Law degree in Taxation from the George Washington Law Center.



      Continuing Education: 2 CE

      ASPPA    CPAs (CA, OR)   ERPA   JBEA   MCLE (CA)    NIPA    AIF and CFP


        

      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 Sunwest Pensions




    Past events

    19 Apr 2018 San Francisco Chapter - April Meeting
    19 Apr 2018 Orange County Breakfast Forum: A Deep Dive into new Section 199A
    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: 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
    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 Salt Lake City Chapter - The Modern Workplace: Attracting and Retaining Top Talent
    19 Oct 2017 Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
    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
    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
    15 May 2017 Phoenix Chapter - 2017 Spring Conference
    20 Apr 2017 Denver Chapter - 2017 Denver Benefits Summit
    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
    23 Mar 2017 Boise Chapter - Incentives: What Works and What Doesn’t
    14 Mar 2017 Denver Chapter - DOL Fiduciary Rule
    09 Mar 2017 Phoenix Chapter - 60 Days into Trump Admin: Why Immigration Executive Order is Important to Employers
    21 Feb 2017 Orange County Technical Lunch Forum: Navigating the Form 5500 Nonsense
    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.
    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
    21 Jan 2017 Seattle Chapter - February Meeting
    20 Jan 2017 Salt Lake City Chapter - Will a Change in Presidents Mean Changes for Employee Benefits?
    19 Jan 2017 San Francisco Chapter -2017 Legal and Legislative Update for Employee Benefit Plans
    19 Jan 2017 Boise Chapter - Capital Markets Update: 2016 Review
    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
    17 Nov 2016 Orange County Breakfast Forum: Recognizing and Avoiding Pitfalls When Changing Record keepers
    10 Nov 2016 San Francisco Chapter - "California Secure Choice" - California Retirement Savings Plan
    09 Nov 2016 Portland Chapter - Half Day Retirement Conference
    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
    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
    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 Denver - Economic Update
    18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
    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
    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 - Silicon Valley Fall Conference Gearing Up for 2015
    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
    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 Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures
    12 Nov 2013 Denver - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
    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 Portland-Target Date Funds
    12 Feb 2013 SEATTLE-Monthly Meeting
    05 Feb 2013 Orange County-Technical Lunch Forum
    29 Jan 2013 Orange County-Breakfast Forum
    23 Jan 2013 ONLINE WEBINAR- Cross-Testing with Charles Lockwood of ACSi-NIPA & ASPPA CEU's Available!
    18 Jan 2013 Salt Lake City-Chapter Meeting
    17 Jan 2013 PHOENIX-Monthly Luncheon- "Economic Update" presented by Jim Rounds of Elliott D. Pollack and Company
    16 Jan 2013 Boise-2012 Market Overview
    16 Jan 2013 Sacramento-Health Care Reform, Post Election Impacts
    15 Jan 2013 San Diego-January Lunch Meeting
    15 Jan 2013 SEATTLE-Monthly Meeting
    09 Jan 2013 Portland-The Language of Fees
    09 Jan 2013 DENVER-Chapter Meeting Lunch
    09 Jan 2013 Orange County-Full Day Seminar-The ABC's of Pension Law
    13 Dec 2012 Boise-Sophisticated Investments in a 401(k) Plan
    12 Dec 2012 PHOENIX-A Peek inside; Participant behavior and what it means to maximize retirement.
    12 Dec 2012 Portland-Post-Election Positioning in the Economy and Markets
    11 Dec 2012 DENVER-Lunch Meeting-Under the Influence of Stress
    27 Nov 2012 SEATTLE-Monthly Meeting-Income For Life: Hyperbole, Realities, Hopes and Outcomes
    15 Nov 2012 Orange County-Breakfast Forum-TBA
    14 Nov 2012 San Francisco-An Emerging Concern: CyberCrime and the Employee Retirement Plan
    14 Nov 2012 ONLINE WEBINAR-Fee Disclosures...Now What? with James C. Paul, J.D., NIPA & ASPPA CEU's Available!
    14 Nov 2012 Portland- Prescription Drug Management (PBM) Transparency: Fact or Fiction?
    19 Oct 2012 Salt Lake City-Things I Know Now As A Lawyer ... That I Wish I Knew Then As An Administrator
    18 Oct 2012 Orange County-Breakfast Forum: Service Provider and Participant Fee Disclosures
    17 Oct 2012 Sacramento-When Do Retirement Plan Investments Generate Taxable Income? Avoiding Unpleasant Surprises.
    16 Oct 2012 San Diego-Economic Outlook and the Impact of the Upcoming Presidential Election.
    16 Oct 2012 SEATTLE-Reforming Company Health with Consumerism and Health Management
    10 Oct 2012 Portland- Five Tips to Survive the Overwired World
    09 Oct 2012 Boise-Group Benefits Collide with Timeless Motivational Theories
    27 Sep 2012 DENVER-Annual Networking Event
    27 Sep 2012 DENVER-"Employer Group Health Care for 2013 and Beyond."
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